Christopher Ryan Cardinal

Employer firm

Cardinal Wealth Management LLC CRD 339938

$5.0K regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters

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

Current Employers

Cardinal Wealth Management Llc

Mckinney, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-20

TX RA
APPROVED

Since 2026-04-20

Branch Locations

Mckinney, TX • 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

Organization	City	State	From	To
Homemaker	Mckinney	TX	07/2024	11/2025
Yamhill County Adult Behavioral Health	Mcminnville	OR	06/2019	07/2024
Provoking Hope	Mcminnville	OR	02/2016	06/2019
Cardinal Wealth Management Llc	Mckinney	TX	11/2025	Present

07/2024 → 11/2025

Homemaker

Mckinney, TX
06/2019 → 07/2024

Yamhill County Adult Behavioral Health

Mcminnville, OR
02/2016 → 06/2019

Provoking Hope

Mcminnville, OR
11/2025 → Present

Cardinal Wealth Management Llc

Mckinney, TX

Other Businesses

Trinity Investment Club a general partnership pooled investment club located at 1013 Royal Oaks Dr. Mckinney, Texas 75072. I am a general partner and investor since its founding in September of 2025. I execute the trades and run monthly meetings, I currently dedicate around an hour per week to this activity, sometimes during market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-25

S65 Uniform Investment Adviser Law Examination

2025-11-25

Other Names

Chris Cardinal

View on SEC IAPD