AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CH

Christopher Dewitt Hager

IRONOAK WEALTH
CEDAR PARK, TX
·CRD# 2937142·29 years experience

Professional Summary

Christopher Dewitt Hager, who also goes by Chris Hager, is a registered financial advisor currently at IRONOAK WEALTH located in Cedar Park, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Hager

Blog Corner

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
View profile
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Years of Experience

29 years in the financial services industry

Current & Past Employments

IRONOAK WEALTH·CRD# 306403
RIA
1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613
October 3, 2025 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Austin, TX
May 18, 2022 - October 8, 2025
LPL FINANCIAL LLC·CRD# 6413
BD
Austin, TX
May 18, 2022 - October 8, 2025
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
RIA
Austin, TX
March 16, 2020 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
BD
Austin, TX
March 16, 2020 - May 18, 2022
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Austin, TX
July 9, 2014 - September 21, 2018
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Austin, TX
July 9, 2014 - September 21, 2018
TD AMERITRADE, INC.·CRD# 7870
RIA
Austin, TX
March 20, 2008 - April 2, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514
RIA
Austin, TX
March 20, 2008 - April 2, 2014
TD AMERITRADE, INC.·CRD# 7870
BD
Austin, TX
March 7, 2008 - April 2, 2014
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Austin, TX
December 1, 2004 - March 11, 2008
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
December 3, 2002 - December 9, 2004
CYBERTRADER, INC.·CRD# 44523
BD
Austin, TX
March 6, 2001 - May 3, 2001
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
September 7, 1999 - October 29, 2002
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
August 29, 1997 - November 18, 1998

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Current Firm

IW
IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175
RIA
Registered Investment Advisory firm - SEC (3/13/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (3/19/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613

Phone Number

(737) 271-9421

# of Employees

6

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (3/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

695

AUM (Assets Under Management)

$162,000,000

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) IronOak Partners, LLC; Yes; Cedar Park, TX; Insurance Services; Insurance Agent; 10/2025; 25/ HRS MO; 25/ HRS MO (2.) H&H Real Estate Holdings LLC; Yes; Cedar Park, TX; Real Estate Rental; Owner: 10/2022 - 1 Hours Per Month/0 Hours During Securities Trading

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175
RIA
Registered Investment Advisory firm - SEC (3/13/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (3/19/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 1997About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 1997About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Nov 2000About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Oct 2000About the Series 9 exam

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Dewitt Hager's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#
CH
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required