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Christopher David Rich

ENRICH FINANCIAL PARTNERS LLC·MADISON, Wisconsin
Series 7, Series 24, Series 63Clean record32 years registeredENRICH FINANCIAL PARTNERS LLC
6502 GRAND TETON PLAZA, SUITE 201, MADISON, WI 53719CRD# 2369596Firm CRD# 111234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher David Rich · MADISON, WI
Registration
CRD #2369596 · ENRICH FINANCIAL PARTNERS LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

ENRICH FINANCIAL PARTNERS LLC
Mar 2004 – present
FINANCIAL PLANNING SERVICES, INC
Sep 1993 – Jul 2003
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · September 9, 1993
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENRICH FINANCIAL PARTNERS LLC
CRD 111234 · SEC 801-96219
AUM
$395M
Regulatory assets under management
Employees
8
1,529 client accounts
Services offered by ENRICH FINANCIAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ENRICH FINANCIAL PARTNERS LLC →
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05

Frequently Asked Questions

What services does Christopher David Rich offer?
Christopher David Rich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Christopher David Rich's credentials?
Christopher David Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher David Rich located?
Christopher David Rich is based in MADISON, Wisconsin, working with ENRICH FINANCIAL PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Christopher David Rich charge for services?
Christopher David Rich'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 ENRICH FINANCIAL PARTNERS LLC?
ENRICH FINANCIAL PARTNERS LLC has approximately 8 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENRICH FINANCIAL PARTNERS LLC

Elaine Beckett Rich
MADISON, WI

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