CE

Christopher Allen Egli

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Brian Tussing may earn insurance commissions for the sale of insurance products, which may create a conflict of interest. All advisory compensation is paid by clients directly.

Areas of Practice
Insurance PlanningReal Estate Investing
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Advisor Information

Office location

417 W. Dussel Dr., Maumee, OH, 43537

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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 ActivitiesSells Insurance

Christopher operates Premier Wealth Financial Services as a DBA for his LPL business and works as a financial institution duty/advisor for Premier Bank Trust. He is also an agent for First Insurance Group, selling non-variable insurance, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Wesbanco Securities, INC.
September 2025 - Present · 4 mos
Wesbanco Securities, INC. Broker
September 2025 - Present · 4 mos
Previous Registrations
LPL Financial LLC Broker
July 2021 - September 2025 · 4 yrs 2 mos
LPL Financial LLC
July 2021 - September 2025 · 4 yrs 2 mos
Money Concepts Advisory Service
November 2012 - July 2021 · 8 yrs 8 mos
Money Concepts Capital CORP Broker
November 2012 - July 2021 · 8 yrs 8 mos
Cco Investment Services CORP.
February 2007 - November 2012 · 5 yrs 9 mos
Cco Investment Services CORP. Broker
February 2007 - November 2012 · 5 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2005 - February 2007 · 1 yr 2 mos
National Planning CorporationBroker
November 2005 - February 2007 · 1 yr 3 mos
The Huntington Investment Company Broker
August 1999 - November 2005 · 6 yrs 3 mos
State Registrations3 states
FLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.