Christopher D. Hager

IRONOAK WEALTH

CEDAR PARK, TX 78613

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CRD#: 2937142

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Hager

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2025 - Present

IRONOAK WEALTH

Office #1: 1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613

RIA

CRD#: 306403

CEDAR PARK, TX

Past

May 18, 2022 - October 8, 2025

LPL FINANCIAL LLC

CRD#: 5167

NEW YORK, NY

Past

March 6, 2001 - May 3, 2001

CYBERTRADER, INC.

CRD#: 44523

AUSTIN, TX

Past

September 7, 1999 - October 29, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 29, 1997 - November 18, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Texas

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 9/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/22/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/25/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/21/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/16/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Texas

Registered Investment Advisory firm - (3/19/2025 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(737) 271-9421

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (7/22/2025)

Regulatory assets under management

Total Number of Accounts	558
AUM (Assets Under Management)	$ 129,434,111

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Christopher D. Hager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

ALLSTATE FINANCIAL SERVICES, LLC

NYLIFE SECURITIES LLC

CYBERTRADER, INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

IRONOAK WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/1997

Series 63

Date: 9/12/1997

SIE

Date: 9/21/2018

Series 31

Date: 9/22/1997

Series 7

Date: 8/25/1997

Series 10

Date: 11/21/2000

Series 9

Date: 10/16/2000

Current Firm

IRONOAK WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONOAK WEALTH

TRUST BUT VERIFY

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