Wade Chapman has been Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner of CFS Wealth Management since May 2005, is a control person of the firm and directly owns 75% or more of it. Wade Chapman holds a Bachelor's degree in Finance from the University of Georgia.
CFS Wealth Management, LLC is a Macon, GA firm with $189M under management, 465 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Wade Chapman founded CFS Wealth Management, which provides investment solutions for individuals and businesses.
Wade Chapman’s longest registration is the current one, 18 years at CFS Wealth Management since 2008. Before joining CFS Wealth Management in 2008, Wade Chapman was registered through Chapman Financial Services, LLC and Commonwealth Financial Network.
- CFS Wealth ManagementCurrent– present · 18 yearsMacon, GA · Adviser representative · Firm CRD 135579
- Chapman Financial Services, LLC– · under a yearMacon, GA · Adviser representative · Firm CRD 145984
- Commonwealth Financial Network– · 1 yearMacon, GA · Adviser representative · Firm CRD 8032
Professional designations
Listed by CFS Wealth Management
- Accredited Asset Management Specialist
Investment adviser representative registrations
Wade Chapman is registered as an investment adviser representative in Georgia, since March 2008.
- GeorgiaSince 31 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 May 2003 |
| Series 24 | General Securities Principal Examination | 31 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 1997 |
| Series 7 | General Securities Representative Examination | 18 February 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wade Timothy Chapman
- CRD
- 2852176
- Firm
- CFS Wealth Management · CRD 135579
- Role
- Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner
- Office
- 1515 Bass Road, Suite D, Macon, GA 31210
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfswealth.com
Where does Wade Chapman work?
Wade Chapman has been Sole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner of CFS Wealth Management, LLC since May 2005, and is a control person of the firm.
Is Wade Chapman a financial advisor?
Yes. Wade Chapman has a current investment-adviser registration in Georgia, through CFS Wealth Management since March 2008.
How many years of experience does Wade Chapman have?
Wade Chapman has 22 years in the financial industry, since August 2004, across 3 adviser firms.
What exams has Wade Chapman passed?
Wade Chapman has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in February 1997.
Where did Wade Chapman work before CFS Wealth Management?
Before CFS Wealth Management, Wade Chapman was registered through CFS Wealth Management, LLC, June 2005 to March 2008; Commonwealth Financial Network, August 2004 to December 2005.
Where is Wade Chapman based?
Wade Chapman’s registered office is in Macon, GA.
Is Wade Chapman registered with FINRA?
No. Wade Chapman has no current broker registration.
How can I verify Wade Chapman’s record?
Search CRD 2852176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Chapman’s full registration record.