Christopher Rich has been Member / Owner / Chief Compliance Officer of EnRich Financial Partners since July 2003, is a control person of the firm and directly owns between 50% and 75% of it.
Enrich Financial Partners LLC is a Madison, WI firm with $557M under management, 426 clients and 4 advisers in one office, as of its March 2026 filing.
Chris Rich is co-founder and a Wealth Advisor of EnRich Financial Partners. He sits on the firm's Investment Committee and also serves as its Chief Compliance Officer. Rich began his career in personal financial planning and investment management in 1993 and works with independent professionals, business owners, physicians, and retirees. Before launching EnRich he was a Senior Vice President at Financial Planning Services, Inc., a registered investment advisor firm in Madison.
Christopher Rich’s longest registration is the current one, 22 years at EnRich Financial Partners since 2004. Before joining EnRich Financial Partners in 2004, Christopher Rich was registered through Financial Planning Services, Inc.
- – present · 22 yearsMadison, WI · Adviser representative · Firm CRD 111234
- Financial Planning Services, Inc– · 9 yearsMadison, WI · Adviser representative · Firm CRD 112162
Professional designations
Listed by EnRich Financial Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Rich is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2004; the most recent is Texas, in June 2010.
- TexasResidentSince 7 June 2010
- WisconsinSince 1 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 16 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1993 |
| Series 7 | General Securities Representative Examination | 23 July 1993 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher David Rich
- CRD
- 2369596
- Firm
- EnRich Financial Partners · CRD 111234
- Role
- Member / Owner / Chief Compliance Officer
- Office
- 6502 GRAND TETON PLAZA, SUITE 201, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- May 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- enrichpartners.com
Where does Christopher Rich work?
Christopher Rich has been Member / Owner / Chief Compliance Officer of Enrich Financial Partners LLC since July 2003, and is a control person of the firm.
Is Christopher Rich a financial advisor?
Yes. Christopher Rich has a current investment-adviser registration in Texas and Wisconsin, through EnRich Financial Partners since March 2004.
How many years of experience does Christopher Rich have?
Christopher Rich has 32 years in the financial industry, since May 1994, across 2 adviser firms.
What exams has Christopher Rich passed?
Christopher Rich has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in July 1993.
Where did Christopher Rich work before EnRich Financial Partners?
Before EnRich Financial Partners, Christopher Rich was registered through Financial Planning Services, Inc, September 1993 to July 2003.
Where is Christopher Rich based?
Christopher Rich’s registered office is in Madison, WI.
Is Christopher Rich registered with FINRA?
No. Christopher Rich has no current broker registration.
Is Christopher Rich a CFP?
EnRich Financial Partners lists Christopher Rich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Christopher D. Rich, CFP® biography, enrichpartners.com
How can I verify Christopher Rich’s record?
Search CRD 2369596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Rich’s full registration record.