Chanley Christman has been President of Quest Wealth Solutions since March 2026, is a control person of the firm and directly owns between 50% and 75% of it. Chanley Christman holds a Bachelor's degree in accounting from Asbury University and a Master of Business Administration in Finance from Case Western Reserve University.
Quest Wealth Solutions, Inc. is a Mansfield, OH firm with $215M under management, 361 clients and 2 advisers in one office, as of its August 2026 filing.
Chanley Christman works with Quest Wealth Solutions, based in Mansfield, Ohio. He has been helping individuals and families since 1996 and specializes in investment planning, retirement income strategies and asset management. Before joining Quest Wealth, he began his career at Ernst & Young, where he worked with high-net-worth clients in the banking and healthcare industries.
Chanley Christman’s longest registration was 14 years at Raymond James Financial Services Advisors, Inc (2011–2026). Before joining Quest Wealth Solutions in 2026, Chanley Christman was registered through Raymond James Financial Services Advisors, Inc and Pierce Financial Planning, Inc.
- Quest Wealth Solutions, Inc.Current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 341599
- Raymond James Financial Services Advisors, Inc– · 14 yearsMansfield, OH · Adviser representative · Firm CRD 149018
- Pierce Financial Planning, Inc.– · 11 yearsMansfield, OH · Adviser representative · Firm CRD 119973
Professional designations
Listed by Quest Wealth Solutions
- CFP®
Investment adviser representative registrations
Chanley Christman is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- OhioSince 30 June 2026
- TexasSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 December 1999 |
| Series 7 | General Securities Representative Examination | 19 August 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chanley Matthew Christman
- CRD
- 2771126
- Firm
- Quest Wealth Solutions · CRD 341599
- Role
- President
- Office
- 720 LEXINGTON AVENUE, Mansfield, OH 44907
- Registration
- Investment adviser registration
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- questwealthsolutions.com
Where does Chanley Christman work?
Chanley Christman has been President of Quest Wealth Solutions, Inc. since March 2026, and is a control person of the firm.
Is Chanley Christman a financial advisor?
Yes. Chanley Christman has a current investment-adviser registration in Ohio and Texas, through Quest Wealth Solutions since June 2026.
How many years of experience does Chanley Christman have?
Chanley Christman has 30 years in the financial industry, since August 1996, across 3 adviser firms.
What exams has Chanley Christman passed?
Chanley Christman has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1996. FINRA credited Chanley Christman with the SIE, which began in October 2018.
Where did Chanley Christman work before Quest Wealth Solutions?
Before Quest Wealth Solutions, Chanley Christman was registered through Pierce Financial Planning, Inc., August 2000 to December 2011.
Where is Chanley Christman based?
Chanley Christman’s registered office is in Mansfield, OH.
Is Chanley Christman registered with FINRA?
No. Chanley Christman has no current broker registration.
Is Chanley Christman a CFP?
Quest Wealth Solutions lists Chanley Christman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Chanley Christman, CFP®, MBA biography, questwealthsolutions.com
How can I verify Chanley Christman’s record?
Search CRD 2771126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chanley Christman’s full registration record.
