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Christopher Allen Raup

Advisor at Cambridge Investment Research Advisors — Carlisle, PA

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Carlisle, PA

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Christopher Raup is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., ON Investment Management Co., and The O.N. Equity Sales Company. Outside of his advisory duties, he is involved in several business ventures, including ownership of a livestock/agriculture enterprise and leadership roles in nonprofit organizations focused on veteran support and trail running. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms, providing access to proprietary model strategies and third-party advisers.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.

Project-based

Hourly fees generally not to exceed $500/hour for financial planning and consulting services.

Other

Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.

Location

See office

Carlisle, PA

Carlisle PA

Advisors at this office

1

Most active in

Colorado · Pennsylvania

Work history

24 years of industry experience

Cambridge Investment Research Advisors

2017 - Present • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - Present • 9 years

Fairfield, IA

PA Army National Guard

2008 - Present • 18 years

Carlisle, PA

ON Investment Management Co.

2008 - 2017 • 9 years

Cincinnati, OH

The O.N. Equity Sales Company

2003 - 2017 • 14 years

Cincinnati, OH

Paladin Financial Services

2003 - Present • 23 years

Carlisle, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of directors for West Shore Young Professionals, a nonprofit organization. Victus Wealth Management provides asset management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm uses a combination of third-party model portfolios and in-house oversight, offers public seminars, and conducts account reviews at least annually.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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Huyen N

CFP®, Series 65

Mechanicsburg, PA

Inclusive Wealth Financial Planning LLC

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas H

Series 65

Boiling Springs, PA

Hendrix Financial Planning

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

General retirement planning Roth conversion strategy Social Security optimization General tax planning
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Michael U

Series 66

Enola, PA

WealthU Advisors LLC

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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