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William Gregory Chrisman

Four Quadrant Wealth Advisors, Inc.

Carmel, IN

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Current Employers
Four Quadrant Wealth Advisors, Inc.

11939 N Meridian St Ste 225, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-04
  • IN RA
    APPROVED
    Since 2023-10-04

Branch Locations

11939 N Meridian St Ste 225, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credent Wealth Management Auburn IN 08/2020 02/2021
Personal Wealth Partners, Llc Bloomington MN 04/2022 10/2022
Miller Private Wealth Oklahoma City OK 12/2022 02/2023
Worldwide Auctioneers Auburn IN 03/2023 08/2023
Credent Wealth Management Auburn IN 03/2021 03/2023
Four Quadrant Wealth Advisors, Inc. Carmel IN 08/2023 Present
University Of Saint Francis Fort Wayne IN 08/2016 12/2020
  • 08/2020 → 02/2021
    Credent Wealth Management
    Auburn, IN
  • 04/2022 → 10/2022
    Personal Wealth Partners, Llc
    Bloomington, MN
  • 12/2022 → 02/2023
    Miller Private Wealth
    Oklahoma City, OK
  • 03/2023 → 08/2023
    Worldwide Auctioneers
    Auburn, IN
  • 03/2021 → 03/2023
    Credent Wealth Management
    Auburn, IN
  • 08/2023 → Present
    Four Quadrant Wealth Advisors, Inc.
    Carmel, IN
  • 08/2016 → 12/2020
    University Of Saint Francis
    Fort Wayne, IN
Previous Registrations
  • 2021-03-15 → 2023-05-01
    Cx Institutional, Llc
    Auburn, IN
  • 2022-12-05 → 2023-02-06
    Miller Private Wealth Llc
    Oklahoma City, OK
    Auburn, IN
  • 2022-05-02 → 2022-10-25
    Personal Wealth Partners Llc
    Auburn, IN
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-15
  • S65 Uniform Investment Adviser Law Examination
    2021-03-15

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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