AdFi
CD

Christopher Daniel Long

Investment Adviser Representative at INTENTIONAL WEALTH STRATEGIES

Colorado Springs, COCRD #5162120Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
2 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/6/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 8/1/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/3/2010
Series 7
General Securities Representative Examination
Passed 7/5/2006
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/31/2018
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/19/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Under $500,0001.20%
$500,000 - $1,000,0001.10%
$1,000,001 - $2,000,0001.00%
$2,000,001 - $3,000,0000.90%
Above $3,000,0000.00%
Source

Intentional Wealth Strategies Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INTENTIONAL WEALTH STRATEGIESCurrent
9/29/2023Colorado Springs, CO
INTENTIONAL WEALTH STRATEGIES
10/23/202012/1/2023Colorado Springs, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
10/17/201710/3/2023Colorado Springs, CO
INTENTIONAL WEALTH STRATEGIES
5/11/20189/9/2020Colorado Springs, CO
AMERIPRISE FINANCIAL SERVICES, INC.
3/26/201410/20/2017Colorado Springs, CO
PERSONAL CAPITAL ADVISORS CORPORATION
3/6/20143/18/2014Denver, CO
CHARLES SCHWAB & CO., INC.
9/29/20112/10/2014Denver, CO
MORGAN STANLEY SMITH BARNEY LLC
5/27/20109/16/2011Denver, CO
CHARLES SCHWAB & CO., INC.
9/7/20074/5/2010Englewood, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INTENTIONAL WEALTH STRATEGIES

2 other advisors in the directory

View INTENTIONAL WEALTH STRATEGIES firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Daniel Long has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Daniel Long - Financial Advisor in Colorado Springs, CO | AdvisorFinder