Unclaimed Profile

Christopher A Hatfield

DEFINED WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon

Series 7, Series 66Clean record16 years registeredDEFINED WEALTH MANAGEMENT, LLC

8625 SW CASCADE AVE., BEAVERTON, OR 97008CRD# 5733146Firm CRD# 306779

Profile Verification

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

Identity

Christopher A Hatfield · BEAVERTON, OR

Registration

CRD #5733146 · DEFINED WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

DEFINED WEALTH MANAGEMENT, LLC

Feb 2020 – present

TRUE PRIVATE WEALTH ADVISORS, LLC

Jan 2014 – Apr 2020

PORTLAND, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2011 – Oct 2013

PORTLAND, OR

CRI SECURITIES, LLC

Jan 2010 – Apr 2011

PORTLAND, OR

SECURIAN FINANCIAL SERVICES, INC.

Dec 2009 – Apr 2011

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 9, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEFINED WEALTH MANAGEMENT, LLC

CRD 306779 · SEC 801-117859

AUM

$197M

Regulatory assets under management

Employees

501 client accounts

Services offered by DEFINED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DEFINED WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher A Hatfield offer?

Christopher A Hatfield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are Christopher A Hatfield's credentials?

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

Where is Christopher A Hatfield located?

Christopher A Hatfield is based in BEAVERTON, Oregon, working with DEFINED WEALTH MANAGEMENT, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Christopher A Hatfield charge for services?

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

How large is DEFINED WEALTH MANAGEMENT, LLC?

DEFINED WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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