Cookeville, TN S. Lowe Ave. Office

Team
Updated today

Client AUM

$3,105,620,141

Clients

7,147

Advisors

3

Of 71 advisors across 40 offices

Location

340 S. Lowe Ave.

Cookeville TN 38555

Advisors at this office

3

Advisors at this office

user avatar

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.

Founder/Business Owner Retired Approaching retirement
user avatar

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.

Founder/Business Owner Retired Approaching retirement
user avatar

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.

Founder/Business Owner Retired Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")