Christopher Matthew Wise
Investment adviser representative at Mutual Advisors, LLC
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm 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
3 years in the industry.
- Mutual Advisors, LLC.Apr 2019 to now
- Mutual Securities, Inc.Apr 2019 to now
- Fulcrum Equity Management, LLC dba Wfg KingwoodJan 2019 to Apr 2019
- Wfg of KingwoodMay 2018 to Jan 2019
- Colony NorthstarAug 2017 to Apr 2018
- UnemployedApr 2017 to Jul 2017
- Jackson National LifeJan 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 6418346
- Firm CRD
- 167658