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Christopher Wade

Investment adviser representative at PCG Wealth Advisors in Overland Park, KS

Investment adviser and broker registrationsUpdated

Christopher Wade is an investment adviser representative at PCG Wealth Advisors, LLC, an investment adviser managing $931M, and works from its Overland Park, KS office. Christopher Wade has been registered through PCG Wealth Advisors since 2 January 2018, has 36 years in the industry across 3 firms and has passed the Series 63, Series 6, Series 65 and Series 7.

36
Years in industry
8
Years at firm
3
Adviser firms
3
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Christopher Wade has been an investment adviser representative at PCG Wealth Advisors since January 2018, and is not listed among the firm’s executive officers or direct owners.

PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.

Christopher Wade’s longest registration was 19 years at Waddell & Reed (1997–2017). Before joining PCG Wealth Advisors in 2018, Christopher Wade was registered through V Wealth Advisors LLC and Waddell & Reed.

  1. – present · 8 years
    Overland Park, KS · Adviser representative · Firm CRD 290977
  2. V Wealth Advisors LLC
    – · under a year
    Independence, MO · Adviser representative · Firm CRD 153278
  3. Waddell & Reed
    – · 19 years
    Independence, MO · Adviser representative · Firm CRD 866

Credentials and registrations

Investment adviser representative registrations

Christopher Wade is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in November 2019.

  • KansasSince 2 January 2018
  • MissouriSince 14 December 2018
  • TexasResidentSince 22 November 2019

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 727 December 2013
Name
General Securities Representative Examination
Series 6510 November 2008
Name
Uniform Investment Adviser Law Examination
Series 611 June 1990
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6325 May 1990
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Christopher Raymond Wade
CRD
2049695
Firm
PCG Wealth Advisors · CRD 290977
Office
5700 W. 112TH STREET,, SUITE 120, Overland Park, KS 66211
Registration
Investment adviser and broker registrations
In the industry since
June 1990
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Christopher Wade work?

Christopher Wade is an investment adviser representative registered through PCG Wealth Advisors, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Christopher Wade a financial advisor?

Yes. Christopher Wade has a current investment-adviser registration in Kansas, Missouri and Texas, through PCG Wealth Advisors since January 2018.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Christopher Wade have?

Christopher Wade has 36 years in the financial industry, since June 1990, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Christopher Wade passed?

Christopher Wade has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in May 1990. FINRA credited Christopher Wade with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Christopher Wade work before PCG Wealth Advisors?

Before PCG Wealth Advisors, Christopher Wade was registered through V Wealth Advisors LLC, February 2017 to December 2017; Waddell & Reed, May 1997 to February 2017.

Source: IAPD individual record, checked 24 October 2026

Where is Christopher Wade based?

Christopher Wade’s registered office is in Overland Park, KS.

Source: IAPD individual record, checked 24 October 2026

Is Christopher Wade registered with FINRA?

Yes. Christopher Wade has a current broker registration, under CRD 2049695.

Source: FINRA BrokerCheck

How can I verify Christopher Wade’s record?

Search CRD 2049695 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Wade’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at PCG Wealth Advisors

Sources

  1. IAPD individual record, CRD 2049695, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of PCG Wealth Advisors, LLC, filed 11 June 2026. Executive officers and direct owners; this person is not among them.