Christopher Lee Felton

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

25 years in the industry.

1. American Global Wealth ManagementSep 2026 to now
2. First Asset FinancialMay 2026 to now
3. Your Ia, LLCSep 2025 to now
4. Common Sense FinancialSep 2025 to now
5. Financial Independence GroupSep 2025 to now
6. Chris FeltonOct 2023 to now
7. Affiliate SalesOct 2022 to now
8. Brand Builders GroupSep 2022 to now
9. Impact Legacy LLC.Nov 2021 to now
10. 247 Properties, LLCJul 2012 to now
11. Chris Felton - AuthorAug 2011 to now
12. Couples Money, LLCMay 2011 to now
13. Piper Financial Inc.Jul 2002 to now
14. Power of Zero SeminarsNov 2023 to Sep 2025
15. United PlannersNov 2023 to Sep 2025
16. Summit Global InvestmentsSep 2023 to Sep 2025
17. Shaw AmericanOct 2022 to Aug 2023
18. Network Referral GroupFeb 2022 to Jan 2023
19. Twz Inc dba US Processing SolutionsSep 2021 to Jan 2023
20. College Loan FreedomAug 2019 to Sep 2025
21. XperienceNov 2017 to Dec 2021
22. Mycore BenefitsNov 2017 to Feb 2019
23. Syracuse LLCOct 2017 to Nov 2022
24. Colonial LifeOct 2017 to Feb 2022
25. Tcm EnterprisesDec 2015 to Mar 2017
26. Roper Insurance and Financial ServicesJun 2015 to Jul 2019
27. Master NetworksMay 2014 to Oct 2020
28. Transamerica Financial Advisors, IncJan 2012 to Sep 2023
29. AuthorApr 2011 to Jan 2023
30. Jonathan ManskeAug 2010 to Dec 2021
31. WfgJun 2001 to Sep 2023

Exams passed

• Series 63 · Uniform Securities Agent State Law1999
• Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 6 states (AZ, CO, FL, NY, TX, UT).

Your Ia, LLC

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

3222050

Firm CRD

338535