Unclaimed Profile

Christopher Michael Hagen

MCDONALD FINANCIAL SERVICES, LLC·MONTGOMERY, Alabama

SIE, Series 7, Series 63, Series 65Clean record22 years registeredMCDONALD FINANCIAL SERVICES, LLC

350 LEAVELL CIRCLE, MONTGOMERY, AL 36117CRD# 4412715Firm CRD# 282899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Michael Hagen · MONTGOMERY, AL

Registration

CRD #4412715 · MCDONALD FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

GATEWAY WEALTH PARTNERS, LLC

Aug 2025 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Oct 2021 – Aug 2025

Montgomery, AL

INVISTA ADVISORS

Jul 2016 – Nov 2021

MONTGOMERY, AL

LPL FINANCIAL LLC

Dec 2011 – Oct 2020

MONTGOMERY, AL

MORGAN KEEGAN & COMPANY, INC.

Jan 2004 – Dec 2011

MONTGOMERY, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCDONALD FINANCIAL SERVICES, LLC

CRD 282899 · SEC 801-107431

AUM

$462M

Regulatory assets under management

Employees

994 client accounts

Services offered by MCDONALD FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCDONALD FINANCIAL SERVICES, LLC →

Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTGOMERY?

Browse all registered financial advisors in MONTGOMERY, Alabama or claim this profile if it's yours.

Browse MONTGOMERY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Michael Hagen offer?

Christopher Michael Hagen specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERY, Alabama for a consultation.

What are Christopher Michael Hagen's credentials?

Christopher Michael Hagen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Michael Hagen located?

Christopher Michael Hagen is based in MONTGOMERY, Alabama, working with MCDONALD FINANCIAL SERVICES, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.

How does Christopher Michael Hagen charge for services?

Christopher Michael Hagen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONALD FINANCIAL SERVICES, LLC?

MCDONALD FINANCIAL SERVICES, LLC has approximately 8 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →