AdFi
CM

Christopher Michael Wilkinson

Investment Adviser Representative at AEGIS WEALTH MANAGEMENT, INC.

Salt Lake City, UTCRD #4925786Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/8/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 7/8/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/9/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/24/2005

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
First $500,0002.15%
Next $500,0002.05%
Next $1.5 million1.80%
Over $2.5 million0.00%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Aegis Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AEGIS WEALTH MANAGEMENT, INC.Current
10/30/2020Salt Lake City, UT
RESOURCES INVESTMENT ADVISORS
4/5/201910/2/2020Sandy, UT
WELLS FARGO CLEARING SERVICES, LLC
8/26/20133/12/2019Sandy, UT
U.S. BANCORP INVESTMENTS, INC.
5/16/20118/27/2013Green River, WY
LPL FINANCIAL LLC
10/20/20086/13/2011Cottonwood Heights, UT
U.S. BANCORP INVESTMENTS, INC.
12/15/200610/2/2008Saint George, UT
CHASE INVESTMENT SERVICES CORP.
5/10/200611/21/2006Salt Lake City, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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 Michael Wilkinson 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 Michael Wilkinson - Financial Advisor in Salt Lake City, UT | AdvisorFinder