Christopher Lee Felton

Current Employers

Employment History

• 06/2001 → 09/2023
  Wfg
  Centennial, CO
• 07/2002 → Present
  Piper Financial Inc.
  Denver, CO
• 08/2010 → 12/2021
  Jonathan Manske
  Highland Ranch, CO
• 04/2011 → 01/2023
  Author
  Highlands Ranch, CO
• 05/2011 → Present
  Couples Money, Llc
  Centennial, CO
• 01/2012 → 09/2023
  Transamerica Financial Advisors, Inc
  Centennial, CO
• 07/2012 → Present
  247 Properties, Llc
  Highlands, CO
• 05/2014 → 10/2020
  Master Networks
  Rochester, MN
• 06/2015 → 07/2019
  Roper Insurance And Financial Services
  Englewood, CO
• 12/2015 → 03/2017
  Tcm Enterprises
  Castle Rock, CO
• 10/2017 → 02/2022
  Colonial Life
  Centennial, CO
• 11/2017 → 02/2019
  Mycore Benefits
  Annapolis, MD
• 10/2017 → 11/2022
  Syracuse Llc
  Greenwood Village, CO
• 08/2019 → 09/2025
  College Loan Freedom
  Henderson, NV
• 11/2017 → 12/2021
  Xperience
  Annapolis, MD
• 09/2021 → 01/2023
  Twz Inc Dba Us Processing Solutions
  Long Beach, CA
• 11/2021 → Present
  Impact Legacy Llc.
  Greenwood Village, CO
• 02/2022 → 01/2023
  Network Referral Group
  Colorado Springs, CO
• 09/2022 → Present
  Brand Builders Group
  Nashville, TN
• 10/2022 → Present
  Affiliate Sales
  Castle Rock, CO
• 10/2022 → 08/2023
  Shaw American
  Louisville, KY
• 04/2011 → 01/2023
  Author
  Castle Rock, CO
• 11/2023 → 09/2025
  United Planners
  Scottsdale, AZ
• 09/2023 → 09/2025
  Summit Global Investments
  Bountiful, UT
• 08/2011 → Present
  Chris Felton - Author
  Castle Rock, CO
• 10/2023 → Present
  Chris Felton
  Englewood, CO
• 11/2023 → 09/2025
  Power Of Zero Seminars
  Englewood, CO
• 09/2025 → Present
  Common Sense Financial
  Palm Beach Gardens, FL
• 09/2025 → Present
  Financial Independence Group
  Palm Beach Gardens, FL
• 09/2025 → Present
  Your Ia Llc
  Palm Beach Gardens, FL
• 05/2026 → Present
  First Asset Financial
  Salina, KS

Previous Registrations

• 2023-09-11 → 2025-09-10
  Summit Global Investments, Llc
  Bountiful, UT
  Englewood, CO
  Palm Beach Gardens, FL
  Englewood, CO
• 2012-01-06 → 2023-09-11
  Transamerica Financial Advisors, Llc
  Englewood, CO
• 2006-07-08 → 2012-01-06
  Investment Advisors International, Inc.
  Centennial, CO
• 2005-06-03 → 2006-08-23
  Transamerica Financial Advisors, Llc
  Denver, CO

Other Businesses

Brand Builders Group | Not Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412| Referral Agent | September 2022 | 0 hours devoted each week or month and 0 devoted during trading hours | Refer people to Brand Builders coaching program and receive a referral fee. Couples Money LLC | Not Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Teaching and Coaching | Author and Speaker | Owner | May 2011 | 0 hours devoted each week or month and 0 devoted during trading hours | Owner, mainly review tax return annually. Not active 247 Properties LLC | Investment Related |10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Real Estate Sales, Rental Properties and Property Management | Agent | Owner | July 2012 | 0 hours devoted each week or month and 0 devoted during trading hours | Review tax return annually. There are no current properties in the Chris Felton | Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Insurance Sales | Agent | Insurance Agent | October 2023 | 5 hours devoted each week or month and 5 devote during trading hours | marketing life insurance and Fixed Indexed Annuities to Clients Impact Legacy LLC | Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Real Estate Sales, Rental Properties and Property Management | Lessor | Owner | November 2011 | 0 hours devoted each week or month and 0 devoted during trading hours | 60% Owner, review tax return. We have subleased our office space through Oct 2027 Piper Financial, Inc | Not Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | S Corp, Flow Through Entity For 1099 From Financial Services | Owner | July 2002 | 0 hours devoted each week or month and 0 devoted during trading hours | 50% Owner and review tax return annually for S Corp. Chris Felton Author | Not Investment Related |10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Author of 2 Books, Couples Money and Think & Grow You | Author | Owner | August 2011 | 1 hours devoted each week or month and 0 devoted during trading hours | Speaker, occasional podcasts and create weekly video for my book to distro list. Affiliate Sales | Not Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Teaching and Coaching | Referral Agent | 1099 agent | October 2022 | 0 hours devoted each week or month and 0 devoted during trading hours | I Have affiliate links in my books and receive infrequent revenue from that. Common Sense Financial | Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Insurance | Representative | 1099 Agent | September 2025 | hours 2 devoted each week or month and 2 devoted during trading hours | Marketing Life Insurance and Fixed Indexed Annuities to Clients. Financial Independence Group | Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Insurance | Representative | 1099 Agent | December 2023| 2 hours devoted each week or month and 2 devoted during trading hours | Marketing Life Insurance and Fixed Indexed Annuities to Clients. Experior Financial Group | Investment Related | 10064 Timber Creek Way, Palm Beach Gardens, FLA 33412 | Insurance | Representative | 1099 Agent | December 2025 | 8 hours devoted each week or month and 8 devoted during trading hours | Recruiting Advisor and groups and receive override for the efforts. Prestige Benefits and Insurance | Not Investment Related | 4974 S Rainbow Blvd., #135, Las Vegas, NV 89118| Referral Agent | July 2026 | 1 hours devoted each month and 1hour devoted during trading hours | Refer clients and agents to the company for health insurance and Medicare and receive a referral fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-22
• S63 Uniform Securities Agent State Law Examination
  1999-05-10

Other Names

• Christopher Felton