Christopher Wayne Geary

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2007 → 10/2017
  National Planning Corporation
  Richmond, VA
• 10/2017 → 07/2023
  Independent Financial Group, Llc
  Richmond, VA
• 10/2017 → 05/2023
  F3Logic, Llc
  Richmond, VA
• 06/2023 → 10/2025
  Gallagher Fiduciary Advisors
  Richmond, VA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 10/2025
  Osaic Wealth, Inc.
  Richmond, VA
• 10/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Richmond, VA

Previous Registrations

• 2023-07-10 → 2025-10-09
  Gallagher Fiduciary Advisors, Llc
  Richmond, VA
• 2017-11-01 → 2023-05-19
  F3Logic, Llc
  Richmond, VA
  Burnsville, MN
• 2007-09-27 → 2017-11-06
  National Planning Corporation
  Richmond, VA
• 2003-10-15 → 2006-01-13
  Ameriprise Financial Services, Llc
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2003-10-14

Designations

• Certified Financial Planner