CW
CW

Chris Hall Wakefield

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,312 clients
Average Client Portfolio
$457K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
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Location

340 South Lowe Avenue, Cookeville, TN, 38501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chris is involved in several business activities, including owning personal rental property, working as an Investment Advisor Representative for two firms (CSENGE Advisory Group and COMPASS Advisory Partners), and operating Wakefield Venture Group as a sole proprietorship. These investment-related activities take up nearly all of Chris's time.

Employment History
Current Registrations
Csenge Advisory Group, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2022 - February 2025 · 2 yrs 8 mos
Fsc Securities Corporation
February 2020 - June 2022 · 2 yrs 4 mos
Compass Advisory Partners LLC
September 2013 - May 2025 · 11 yrs 8 mos
Fsc Securities CorporationBroker
June 2013 - June 2022 · 9 yrs
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.