Christopher Charles Drouin
Investment adviser representative at Beyond Wealth Management Group, LLC
24 yearsExperience
2 statesRegistered in
$139.4MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Beyond Wealth Management Group, LLCFeb 2018 to now
- United/mutual of OmahaFeb 2002 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Beyond Wealth Management Group, LLC
$139.4MAssets managed
327Clients
3Advisers
8 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
- 4541093
- Firm CRD
- 293291