Christopher Wilkinson has been an investment adviser representative at Aegis Wealth Management since October 2020, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Chris Wilkinson is Investment & Insurance Advisor of Wilkinson Financial in Salt Lake City, Utah. He has been in the investment and insurance industry for 17 years, helping clients with long term financial planning strategies. He is an investment advisor representative of Aegis Wealth Management, Inc.
Christopher Wilkinson’s longest registration is the current one, 5 years at Aegis Wealth Management since 2020. Before joining Aegis Wealth Management in 2020, Christopher Wilkinson was registered through Resources Investment Advisors and Wells Fargo Clearing Services, LLC.
- Resources Investment Advisors– · 1 yearSandy, UT · Adviser representative · Firm CRD 106766
- Wells Fargo Clearing Services, LLC– · 5 yearsSandy, UT · Adviser representative · Firm CRD 19616
- U.S. Bancorp Investments, Inc.– · 2 yearsGreen River, WY · Adviser representative · Firm CRD 17868
- LPL Financial LLC– · 2 yearsCottonwood Heights, UT · Adviser representative · Firm CRD 6413
- U.S. Bancorp Investments, Inc.– · 1 yearSaint George, UT · Adviser representative · Firm CRD 17868
- Chase Investment Services Corp.– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Christopher Wilkinson is registered as an investment adviser representative in Utah, since October 2020.
- UtahSince 30 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 May 2006 |
| Series 7 | General Securities Representative Examination | 9 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 June 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Michael Wilkinson
- CRD
- 4925786
- Firm
- Aegis Wealth Management · CRD 301990
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cwilkinsonfinancial.com
Where does Christopher Wilkinson work?
Christopher Wilkinson is an investment adviser representative registered through Aegis Wealth Management, Inc. since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Wilkinson a financial advisor?
Yes. Christopher Wilkinson has a current investment-adviser registration in Utah, through Aegis Wealth Management since October 2020.
How many years of experience does Christopher Wilkinson have?
Christopher Wilkinson has 20 years in the financial industry, since November 2005, across 6 adviser firms.
What exams has Christopher Wilkinson passed?
Christopher Wilkinson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 2005. FINRA credited Christopher Wilkinson with the SIE, which began in October 2018.
Where did Christopher Wilkinson work before Aegis Wealth Management?
Before Aegis Wealth Management, Christopher Wilkinson was registered through Resources Investment Advisors, April 2019 to October 2020; Wells Fargo Clearing Services, LLC, August 2013 to March 2019; U.S. Bancorp Investments, Inc., May 2011 to August 2013; LPL Financial LLC, October 2008 to June 2011; U.S. Bancorp Investments, Inc., December 2006 to October 2008; Chase Investment Services Corp., May 2006 to November 2006.
Is Christopher Wilkinson registered with FINRA?
No. Christopher Wilkinson has no current broker registration.
How can I verify Christopher Wilkinson’s record?
Search CRD 4925786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Wilkinson’s full registration record.
