Unclaimed Profile

Christopher A Ward

DMLO WEALTH PLANNING, LLC·LOUISVILLE, Kentucky

Clean recordDMLO WEALTH PLANNING, LLC

2020 HIGH WICKHAM PLACE, LOUISVILLE, KY 40245CRD# 7425221Firm CRD# 316202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher A Ward · LOUISVILLE, KY

Registration

CRD #7425221 · DMLO WEALTH PLANNING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christopher A Ward is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with DMLO WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DMLO WEALTH PLANNING, LLC

AUM

$14M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7425221

Firm CRD# 316202

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Frequently Asked Questions

What services does Christopher A Ward offer?

Christopher A Ward specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Christopher A Ward's credentials?

Christopher A Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher A Ward located?

Christopher A Ward is based in LOUISVILLE, Kentucky, working with DMLO WEALTH PLANNING, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Christopher A Ward charge for services?

Christopher A Ward's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DMLO WEALTH PLANNING, LLC?

DMLO WEALTH PLANNING, LLC has approximately 12 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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