Chris Oberling
Investment adviser representative at Parkway Wealth Management Group, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Parkway Wealth Management Group, LLCApr 2025 to now
- Cabot Lodge Securities LLCApr 2025 to Aug 2025
- Parkway Wealth Management Group, LLCMar 2020 to Mar 2025
- Raymond James Financial Services Advisors IncOct 2017 to Mar 2025
- Raymond James Financial Services, Inc.Sep 2017 to Mar 2025
- AmeripriseAug 2008 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Wealth Management Group, LLC
$1.2BAssets managed
1,342Clients
18Advisers
1 yearIn 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
- 5476514
- Firm CRD
- 333971