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Christopher William Bacon

Oneseven

Bowling Green, OH

Toledo, OH

Beachwood, OH

CRD 5676016

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Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-29
  • OH RA
    APPROVED
    Since 2023-09-29

Branch Locations

980 W. Poe Rd Suite #9, Bowling Green, OH 43402 • United States

7261 W, Central Ave, Toledo, OH 43617 • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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
Raymond James Financial Services, Inc. Toledo OH 03/2019 04/2019
Agrex Inc. Bowling Green OH 06/2016 03/2019
Raymond James Financial Services, Inc. Toledo OH 04/2019 09/2023
Raymond James Financial Services Advisors Inc. Toledo OH 06/2019 09/2023
Oneseven Dba Hyperion Wealth Group Beachwood OH 09/2023 Present
Fortune Financial Services, Inc. Monaca PA 10/2023 Present
  • 03/2019 → 04/2019
    Raymond James Financial Services, Inc.
    Toledo, OH
  • 06/2016 → 03/2019
    Agrex Inc.
    Bowling Green, OH
  • 04/2019 → 09/2023
    Raymond James Financial Services, Inc.
    Toledo, OH
  • 06/2019 → 09/2023
    Toledo, OH
  • 09/2023 → Present
    Oneseven Dba Hyperion Wealth Group
    Beachwood, OH
  • 10/2023 → Present
    Fortune Financial Services, Inc.
    Monaca, PA
Previous Registrations
Other Businesses

(1). Business: Independent Insurance Agent Business Type: Insurance sales Position/Title: Licensed Insurance Agent Start Date: 08/2021 Hours per month: 2-10 during trading hours Compensation: Commissions Duties: Independently licensed insurance agent appointed with various insurance carriers. Sells life and/or health insurance products and receives commission-based compensation. (2). Name of Business: OneSeven, DBA "Hyperion Wealth Group" ; Address: 7261 W. Central Ave, Toledo, OH 43617, United States. Activity Type: Fee based Financial Advisory Services such as investment management and holistic planning for clients. (3). Name of Business: Perrysburg Schools Foundation Business Type: Non-Profit (not investment-related) Position/Title: Board Member - Finance Subcommittee Start Date: 10/2019 - 06/2026 Hours per Month: 3-5 during trading hours Compensation: None Duties: Provide oversight of endowed funds and new donations to ensure they are allocated toward grants and scholarships benefiting teachers and students within the district. (4). Name of Business: Belmont Country Club Business Type: Social Golf Club (not investment-related) Position/Title: Board Member / Membership Committee Chair Start Date: 06/2021 - Present Hours per Month: 3-5 during trading hours Compensation: None Duties: Help guide management on membership recruitment and retention efforts and support financial sustainability planning for the club.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-13
  • S66 Uniform Combined State Law Examination
    2019-06-13
Other Names
  • Chris William Bacon

View on SEC IAPD

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