Unclaimed Profile

Christopher Matthew Wise

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky

Series 65Clean record7 years registeredWINEBRENNER CAPITAL MANAGEMENT LLC

10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 7047048Firm CRD# 154708

Profile Verification

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

Identity

Christopher Matthew Wise · LOUISVILLE, KY

Registration

CRD #7047048 · WINEBRENNER CAPITAL MANAGEMENT LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINEBRENNER CAPITAL MANAGEMENT LLC

WINEBRENNER CAPITAL MANAGEMENT LLC

Dec 2018 – Nov 2019

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 19, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINEBRENNER CAPITAL MANAGEMENT LLC

CRD 154708 · SEC 801-115158

AUM

$220M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by WINEBRENNER CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WINEBRENNER CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Matthew Wise offer?

Christopher Matthew Wise specializes in Investment Management, Retirement Planning.

What are Christopher Matthew Wise's credentials?

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

Where is Christopher Matthew Wise located?

Christopher Matthew Wise is based in LOUISVILLE, Kentucky, last registered with WINEBRENNER CAPITAL MANAGEMENT LLC.

How does Christopher Matthew Wise charge for services?

Christopher Matthew Wise's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINEBRENNER CAPITAL MANAGEMENT LLC?

WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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