Christopher A Ward
Investment adviser representative at Dmlo Wealth Planning, LLC
30 yearsExperience
2 statesRegistered in
$30.4MFirm assets
3 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
- Seminars and workshops
Experience
30 years in the industry.
- Dmlo Wealth Planning, LLCJun 2022 to now
- Dmlo Wealth Management LLCJul 2021 to now
- Deming, Malone, Livesay & Ostroff, P.S.C. (dba "dmlo Cpas")Feb 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
Dmlo Wealth Planning, LLC
$30.4MAssets managed
45Clients
1Advisers
3 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
- 7425221
- Firm CRD
- 316202