linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Matthew Woodard

Csenge Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Matthew Woodard

Christopher Matthew Woodard is a registered Investment Advisor Representative with Csenge Advisory Group, LLC. He is a Certified Financial Planner and specializes in providing financial planning, asset allocation, and portfolio management services for individuals, businesses, and charitable organizations. Christopher has been providing financial advice since 2001 and has experience with both American Express Financial Advisors and IDS Life Insurance Company.

Firm Information

Christopher Woodard is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Woodard’s Registration & Firm History

FL

05/26/2023 - Present

Csenge Advisory Group, LLC (Tampa FL)

MN

05/01/2001 - 01/10/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/01/2001 - 01/10/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Christopher Matthew Woodard is right for you?

Licenses & Designations

IA

Issued 05/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Matthew Woodard.
Not sure if Christopher Matthew Woodard is right for you?