Christopher Matthew Wise

Current Employers

Employment History

• 01/2016 → 03/2017
  Jackson National Life
  Denver, CO
• 04/2017 → 07/2017
  Unemployed
  Denver, CO
• 05/2018 → 01/2019
  Wfg Of Kingwood
  Kingwood, TX
• 08/2017 → 04/2018
  Colony Northstar
  Denver, CO
• 01/2019 → 04/2019
  Fulcrum Equity Management, Llc Dba Wfg Kingwood
  Plano, TX
• 04/2019 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2019 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2019-01-14 → 2019-04-25
  Fulcrum Wealth Management
  Kingwood, TX
  Plano, TX
• 2016-01-20 → 2016-03-29
  Curian Capital, Llc
  Denver, CO
• 2015-10-15 → 2016-01-20
  Wfg Advisors, Lp
  Kingwood, TX

Other Businesses

1. Wise Fitness, Start Date: 12/12/2009, 2618 Royal Circle Dr., Kingwood, TX 77339, Sole Proprietorship, Personal Training, Owner/Trainer, Personal train clients at their homes, currently not actively engaged in this OBA, but you may conduct this OBA if you are available, Not Investment Related, <1 hour per month, 0 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 06/01/2020, 1801 Kingwood Dr., Ste. 160, Kingwood TX 77339, Sole Proprietor, Insurance Agent, Owner, Using life insurance products for buy-sell agreements, key-man insurance, personal insurance, advance and estate planning, Not Investment Related, Less than 10 Hours per month, 0 Hours per day during trading hours. 3 Alive & Well, 04/17/2021, 1511 Nagle St., Houston, LLC, Music production/concerts/entertainment, Owner,Managing, networking, ticket sales, marketing, finances, and promoting what alive and well is, Not Investment Related, 10 Hours permonth, 0 Hours per day during trading hours. 4 4. Wise Capital Partners, LLC., Start Date: 03/22/2019, 1801 Kingwood Dr., Ste. 160, Kingwood, TX 77584, LLC, Admin & Operations, Owner, Entity to flow through income, expenses, payroll and tax filing, Not Investment Related, 250 Hours per month, 8 Hours per day during trading hours. 5. SBA Loan Guy, Start Date: 09/16/2024, 2219 Sawdust Rd., Ste. 903, The Woodlands, TX 77380, LLC, We will supply unwavering support and expertise as you navigate the SBA loan application process, Chief Marketing Officer, A Chief Marketing Officer (CMO) for SBA Loan Guy would focus on developing and executing marketing strategies to promote the firm's personalized SBA loan services, They would enhance brand visibility, create campaigns tailored to small business owners seeking loans, and highlight the firms, Not Investment Related, 20 Hours per month, 1 Hour per day during trading hours. 6. Wise Up Ventures, LLC., Start Date: 01/01/2025, 1511 Nagle St., Houston, TX 77003, LLC, Holding Company, Owner, My duties involve managing a holding company that serves as an ownership entity for business I have invested in, The purpose of establishing this holding company is to separate business ownership from my personal name, providing liability protection, organizational structure, and financial efficiency, This structure ensures that my investments are properly managed under a single legal entity while maintaining compliance and transparency, Investment Related, 10 Hours per month, 1 Hour per day during trading hours. 7. Tax Wisely LLC, Start Date: 02/10/2026, 1801 Kingwood Dr., Ste. 160, Kingwood, TX 77339, LLC, Managing Tax Preparation and Filing Process, Founder, Manage Tax Services and Client Tax Preparation process, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-18
• S65 Uniform Investment Adviser Law Examination
  2015-09-10

Designations