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Wade Timothy Chapman

CFS WEALTH MANAGEMENT, LLC·MACON, Georgia
Series 7, Series 24, Series 63, Series 66Clean record22 years registeredCFS WEALTH MANAGEMENT, LLC
1515 BASS ROAD, MACON, GA 31210CRD# 2852176Firm CRD# 135579

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wade Timothy Chapman · MACON, GA
Registration
CRD #2852176 · CFS WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

CFS WEALTH MANAGEMENT
Mar 2008 – present
CHAPMAN FINANCIAL SERVICES, LLC
Feb 2008 – Jun 2008
MACON, GA
CFS WEALTH MANAGEMENT, LLC
Jun 2005 – Mar 2008
MACON, GA
COMMONWEALTH FINANCIAL NETWORK
Aug 2004 – Dec 2005
MACON, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · August 2, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CFS WEALTH MANAGEMENT, LLC
CRD 135579 · SEC 801-130591
AUM
$136M
Regulatory assets under management
Employees
3
455 client accounts
Services offered by CFS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CFS WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Wade Timothy Chapman offer?
Wade Timothy Chapman specializes in Financial Planning, Investment Management. Contact their office in MACON, Georgia for a consultation.
What are Wade Timothy Chapman's credentials?
Wade Timothy Chapman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Timothy Chapman located?
Wade Timothy Chapman is based in MACON, Georgia, working with CFS WEALTH MANAGEMENT, LLC. Their office serves clients in the MACON metropolitan area and surrounding communities.
How does Wade Timothy Chapman charge for services?
Wade Timothy Chapman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFS WEALTH MANAGEMENT, LLC?
CFS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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