Christopher Powers
Advisor at WMGNA
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WMGNA
Location
Farmington, CT 06032
Credentials
Series 63, Series 65
Industry experience
30 years
About
Christopher Powers is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Triad Advisors, and Arkadios Capital. Powers is also licensed in health, life, and disability insurance and engages in insurance sales alongside his advisory role. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm’s investment approach centers on customized strategic asset allocation with regular reviews and incorporates third-party money managers and a variety of strategies, including options and alternative investments.
Expertise
Based on WMGNA
Stock option exercise strategy
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Commission-based sales of securities and insurance products through affiliated broker-dealer Arkadios Capital; commissions vary by product
Maximum hourly fee of $325 with a 3-hour minimum for Financial Consulting & Tax services
Financial Planning & Tax subscription service: $1,200 to $12,000 annually, billed monthly or annually
Fee-only: Financial Planning & Tax subscription service: $1,200 to $12,000 annually, billed monthly or annually; Financial Consulting & Tax: hourly up to $325/hour with 3-hour minimum
Location
10 Talcott Notch Road, Suite 103
Farmington, CT 06032
Most active in
Christopher P has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
Arkadios Capital
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
Triad Advisors
2019 - 2024 (5 years)
Wealth Management Group of North America, LLC
2018 - Present (8 years)
City National Bank
2018 - 2018 (1 year)
RBC Capital Markets
2008 - 2018 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Clifford S
CFP®, Series 66
Middletown, CT
Lifestyle Financial Strategies, LLC
Timothy B
CFP®, Series 63, Series 65
Windsor, CT
WealthShape LLC
Aaron S
Series 63
Wolcott, CT
Farmingbury Financial Services, LLC
Bradford B
Series 65
Glastonbury, CT
Rawlings Wealth Management
Douglas P
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
Philip N
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")