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Chris W
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
Chris Wakefield is an Investment Advisor Representative with Csenge Advisory Group, LLC, holding a Series 66 designation and over 12 years of industry experience. He has worked at several firms including Compass Advisory Partners, LLC and FSC Securities Corporation. Outside of his advisory roles, he serves as a board member for Kids Putnam, an organization supporting families with children who have developmental delays. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm provides asset management, financial planning, and retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs.
Pamela F
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
Pamela Fitzpatrick is a financial advisor at Csenge Advisory Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has held roles at firms including Lion Street Financial, Compass Advisory Partners, and Raymond James Financial Services. She also serves as a power of attorney for a family member. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a systematic investment process that combines fundamental and technical analysis with a relative-strength methodology.
Hugh G
Series 65
Cookeville, TN
Csenge Advisory Group, LLC
Hugh Gebhardt is a Series 65 licensed financial advisor at Csenge Advisory Group, LLC with one year of industry experience. He previously worked at Elevate Financial Planning and Wealth Management and 21st Mortgage Corporation, among other roles. Outside of his advisory work, he is also employed by Wakefield Venture Group, an investment-related business. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a focus on relative strength methodology and a top-down investment approach, offering customized portfolios through discretionary management or model-based allocations.
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