CA
Christopher Wayne Arthur
19 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
Coralville, IA
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an insurance agent for non-variable insurance through RDA Financial Network since 2016, and an investment advisor representative through the same firm. He also owns rental property since 2018 and is president of Ascent Advisory Solutions, a DBA for marketing purposes.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner Broker
July 2016 - Present · 9 yrs 6 mos
Rda Financial Network
May 2008 - Present · 17 yrs 8 mos
Previous Registrations
Stonefield Investment Advisory, INC.
October 2007 - July 2008 · 9 mos
Cambridge Investment Research, INC.Broker
September 2006 - July 2016 · 9 yrs 10 mos
State Registrations9 states
AZFLIAILNYOHORTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.