Wade Timothy Chapman
Investment adviser representative at Cfs Wealth Management
20 yearsExperience
1 stateRegistered in
$189.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Cfs Wealth Management, LLCDec 2005 to now
- Cfs Capital Advisors LLCMay 2013 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cfs Wealth Management
Legal name: Cfs Wealth Management, LLC
$189.1MAssets managed
465Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2852176
- Firm CRD
- 135579