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Christopher David Wallace

Ae Wealth Management, LLC

Brentwood, TN

Huntsville, AL

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-08
AL RA APPROVED 2017-07-07
TN RA APPROVED 2016-11-16
  • TX RA
    APPROVED
    Since 2022-06-08
  • AL RA
    APPROVED
    Since 2017-07-07
  • TN RA
    APPROVED
    Since 2016-11-16

Branch Locations

217 Jamestown Park Rd Ste 9, Brentwood, TN 37027 • United States

305 Quality Circle Nw Ste B, Huntsville, AL 35806 • 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
Global Financial Private Capital Sarasota FL 01/2011 11/2016
Wg Financial Group Brentwood TN 06/2014 Present
Wg Insurance Services Brentwood TN 06/2014 Present
Ae Wealth Management, Llc Topeka KS 11/2016 Present
Cw Frontier Innovations Llc Huntsville AL 06/2026 Present
  • 01/2011 → 11/2016
    Global Financial Private Capital
    Sarasota, FL
  • 06/2014 → Present
    Wg Financial Group
    Brentwood, TN
  • 06/2014 → Present
    Wg Insurance Services
    Brentwood, TN
  • 11/2016 → Present
    Topeka, KS
  • 06/2026 → Present
    Cw Frontier Innovations Llc
    Huntsville, AL
Previous Registrations
  • 2011-11-16 → 2016-11-17
    Global Financial Private Capital, Inc.
    Murfreesboro, TN
    Sarasota, FL
Other Businesses

1) WG FINANCIAL GROUP; INVESTMENT-RELATED; 217 JAMESTOWN PARK RD, SUITE 9, BRENTWOOD, TN 37027; FINANCIAL PLANNING; PRESIDENT/FINANCIAL ADVISOR; 6/2014; 100 HOURS/MONTH; 100 HOURS/TRADING. 2) WG INSURANCE SERVICES; INVESTMENT-RELATED; 217 JAMESTOWN PARK RD, SUITE 9, BRENTWOOD, TN 37027; INSURANCE SALES; OWNER/INSURANCE AGENT; 6/2014; 80 HOURS/MONTH; 60 HOURS/TRADING. 3) CHRISTOPHER WALLACE-SOLE PROPRIETOR; INVESTMENT-RELATED; RESIDUAL INCOME FROM PRIOR INSURANCE BUSINESS 0 HOURS/MONTH. 4) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 217 JAMESTOWN PARK RD. SUITE 9, BRENTWOOD, TN 37027; ESTATE PLANNING; FACILITATOR; 6/11/2026; APPROX. 2HRS/MO; APPROX. 2HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 5) CW FRONTIER INNOVATIONS LLC; INVESTMENT-REALTED; 305 Quality Cir NW, Suite B, Huntsville AL 35806, United States; SOFTWARE BUSINESS THAT PROVIDES SUBSCRIPTION MODELS TO OTHER ADVISORS WHO WANT TO UTILIZE OUR TRADEMARK AND REPORT CARD, AS WELL AS INCOME CALCULATOR. OUTSIDE CONSULTANT; 6/22/2026; APPROX. 2 HOURS/MONTH; APPROX. 0 HOURS/MO DURING SECURITIES TRADING HOURS; Passive. Caleb is my son. I act solely as an outside consultant, but do receive revenue generated from RITE HQ.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-15
  • S65 Uniform Investment Adviser Law Examination
    2011-11-15
Designations
Other Names
  • Cris Wallace
  • Christopher Wallace

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