Chris Weston
Chris Weston is a CFP, ChFC-designated registered investment advisor at RIA Advisory Group, LLC, based in Des Moines, IA, with 28 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
500 SW 7th Street, Suite 204, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Chris is involved in several outside business activities, including a continuing education company for insurance agents, a real estate partnership, and the promotion of the financial services industry. He also sells various insurance products, including life insurance, annuities, Medicare supplements, and home health care products, dedicating about 10-20% of his time to these sales.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Belpointe Asset Management LLC
Waddell & Reed
Waddell & ReedBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Ameritas Investment CORP.Broker
Locust Street Securities, INC.Broker
New England SecuritiesBroker
Mercantile Investment Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.