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Christopher A Hatfield

DEFINED WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon
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8625 SW CASCADE AVE., BEAVERTON, OR 97008CRD# 5733146Firm CRD# 306779
01

About

Christopher A Hatfield is a registered financial advisor based in BEAVERTON, Oregon, affiliated with DEFINED WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DEFINED WEALTH MANAGEMENT, LLC
DEFINED WEALTH MANAGEMENT, LLC
AUM
$197M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DEFINED WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5733146
Firm CRD# 306779
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BEAVERTON
David Sanford Erlandson — EWM, LLCBrian James Loescher — HYAS GROUP, LLCJoseph Edward Opsahl — DEFINED WEALTH MANAGEMENT, LLCMichelle Kay Worthingtonruppelt — HYAS GROUP, LLCDavid Carl Gratke — GRATKE WEALTH, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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