Schedule an Appointment

Home
About Us
Client Center
- Account Access
Resource Center
Tools
- Glossary
- Tax Resources
Events
Request Meeting

Schedule an Appointment

Wakefield Venture Group

Wakefield Venture Group

Wealth Manager

931-650-3777
chris@wakefieldventuregroup.com

Contact

Office: 931-650-3777

Fax: 931-528-3319

25 West Broad Street

Suite 7

Cookeville, TN 38501

Series 7, Series 66, Life, Health, Property, Casualty, Annuity

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA/SIPC. Investment Advisor services offered through Compass Advisory Partners, LLC (CAP) and Csenge Advisory Group, LLC (CAG), Registered Investment Advisors. dba Wakefield Venture Group , CAP, CAG, and Wakefield Venture Group are not affiliated with LSF. Tax and legal services are not provided by LSF.

Links to Client Relationship Summary Form CRS

Lion Street Financial

This communication is strictly intended for individuals residing in the states of KY, NC, and TN. No offers may be made or accepted from any resident outside the specific state(s) referenced.