Christopher Loucks

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2023 → 11/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2022 → 02/2023
  Insight Global
  Minneapolis, MN
• 03/2021 → 07/2022
  Boat Rentals Of America
  Tempe, AZ
• 05/2020 → 08/2020
  Electric Boat Rentals
  Newport Beach, CA
• 06/2013 → 08/2018
  Unemployed
  Newport Beach, CA
• 08/2018 → 08/2019
  Newport Beach Athletic Club
  Newport Beach, CA
• 08/2019 → 05/2020
  Unemployed
  Newport Beach, CA
• 08/2020 → 03/2021
  Unemployed
  Tempe, AZ
• 02/2023 → 06/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 12/2023 → Present
  Doordash
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02
• S63 Uniform Securities Agent State Law Examination
  2023-09-25

Other Names

• Chris Loucks
• Chris Loucks
• Christopher Riley Loucks