Christopher Michael Wright

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Lpl Financial Llc
  Cincinnati, OH
• 06/2014 → Present
  Center For Wealth Management
  Cincinnati, OH

Other Businesses

1. 9/5/2014: Center for Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/15/2014 - 120 Hours Per Month/7 Hours During Securities Trading - All IAR's with this RIA are Registered Reps with LPL Financial's Broker/Dealer. This RIA is also the DBA for our LPL business. 2. 7/28/2016: CWM Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2016 - 80 Hours Per Month During Securities Trading. 3. 8/3/2016: Center for Wealth Management Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/2016 - 80 Hours Per Month During Securities Trading. 4. 8/5/2016: Center for Wealth Management LLC - DBA: Center for Wealth Management Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 08/02/2016 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Center For Wealth Management, an independent investment advisor firm. I started this business activity in August, 2 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/18/2020 - Center for Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/15/2014 - 120 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Center for Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 06/2014. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-16
• S63 Uniform Securities Agent State Law Examination
  2003-12-02