Christian David Wallace

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2020 → 02/2025
  Home Depot
  Chattanooga, TN
• 02/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2023 → 05/2024
  Academy Sports And Outdoors
  Chattanooga, TN
• 02/2025 → Present
  Wg Financial Group
  Huntsville, AL
• 08/2021 → 05/2023
  Columbia State Community College
  Columbia, TN
• 08/2023 → Present
  University Of Tennessee At Chattanooga
  Chattanooga, TN
• 08/2015 → 05/2020
  High School Student
  Nolensville, TN

Other Businesses

WG Financial Group; Yes Investment Related; 305 Quality Cir NW Suite B, Hunstville AL 35806; Wealth Management Services and Insurance Services; Paraplanner; 2/2025; 15hrs/Mo; 15hrs/Mo during Securities Trading Hours; Assist in the creation of financial plan and other client services. Selling Insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-30