Christopher Matthew Wise
Investment Adviser Representative at Mutual Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Matthew Wise is an investment adviser representative with Mutual Advisors, LLC in Houston, TX, where they have been registered since 2019. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Fulcrumeq and Curian Capital, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
10 states and territories
California, Colorado, Florida, Louisiana, Massachusetts, Michigan, Ohio, South Carolina, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jackson National LIFEJan 2016 – Mar 2017Denver, CO
- UnemployedApr 2017 – Jul 2017Denver, CO
- WFG OF KingwoodMay 2018 – Jan 2019Kingwood, TX
- Colony NorthstarAug 2017 – Apr 2018Denver, CO
- FULCRUM EQUITY MANAGEMENT, LLC dba WFG KINGWOODJan 2019 – Apr 2019Plano, TX
- Mutual Securities, Inc.Apr 2019 – no end date reportedCamarillo, CA
- Mutual Advisors, LLC.Apr 2019 – no end date reportedOmaha, NE
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mutual Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 155
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Omaha, NE
- SEC file number:
- 801-78089
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Mutual Advisors, LLC
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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 Matthew Wise 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.
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