Christi Suzanne Powell
Investment adviser representative at Perissos Private Wealth Management
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$167.1MFirm assets
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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
19 years in the industry.
- Perissos Private Wealth ManagementDec 2023 to now
- Falcon Financial of Oklahoma, LLCJun 2007 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Perissos Private Wealth Management
Legal name: Perissos Private Wealth Management, LLC
$167.1MAssets managed
264Clients
2Advisers
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
- 5379104
- Firm CRD
- 217514