Chris Wakefield is a registered investment advisor at Csenge Advisory Group, LLC, based in Cookeville, TN, with 12 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
340 South Lowe Avenue, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Previous Registrations
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Compass Advisory Partners LLC
Fsc Securities CorporationBroker
State Registrations1 state
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