CH
Christopher M. Hagen
GATEWAY WEALTH PARTNERS
Montgomery, AL 36117
Some features on this profile are disabled
CRD#: 4412715
CH
Professional summary
Christopher Michael Hagen, who also goes by Chris Hagen, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Montgomery, Alabama and LPL FINANCIAL LLC located in Montgomery, Alabama.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Hagen
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. 3/1/2019 - Hagen Wealth Management - DBA: Hagen Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/15/2019 - 40 Hours Per Month/35 Hours During Securities Trading. 2. 11/2/2021 - Hagen Wealth Management, LLC - DBA: Hagen Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/26/2021 - 40 Hours Per Month During Securities Trading. 3. 12/8/2022 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 4. 03/24/2025 - Hagen Building LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 04/01/2025 - 2 Hours Per Month/1 Hours During Securities Trading 5. 08/19/2025 - YMCA at Peppertree - Non-Profit Board Member - Montgomery, AL - Not Inv Rel - Start date: 08/19/2025 - 1 Hours Per Month/1 Hours During Securities Trading 6. 09/02/2025 - Gateway Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start date: 08/26/2025 - 160 Hours Per Month/160 Hours During Securities Trading 7. 09/23/2025- Gateway Wealth Partners, LLC- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s) -Start date 09/02/2025- 160 Hours Per Month- 8 Hours During Trading 8. 09/22/2025- Gateway Wealth Partners- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s) - Start date 8/26/2025- 160 Hours Per Month- 40 Hours During Trading-I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in . I expect to spend approximately 160 hours per month on 8/2025this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Hagen's 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®
NoneExperience
Current
August 26, 2025 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 8116 Old Federal Rd. Suite C, Montgomery, AL 36117RIA
CRD#: 322789
Montgomery, AL
Current
December 12, 2011 - Present
LPL FINANCIAL LLC
Office #1: 8116 Old Federal Rd Ste C, Montgomery, AL 36117RIA
BD
CRD#: 6413
Montgomery, AL
Past
October 26, 2021 - August 21, 2025
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Montgomery, AL
Past
July 26, 2016 - November 3, 2021
INVISTA ADVISORS
RIA
CRD#: 282899
MONTGOMERY, AL
Past
December 12, 2011 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
MONTGOMERY, AL
Past
January 27, 2004 - December 16, 2011
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
MONTGOMERY, AL
Past
June 19, 2002 - December 16, 2011
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MONTGOMERY, AL
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".
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2012)
IAR
Alabama(8/26/2025)
RR
Arizona(3/2/2015)
RR
Arkansas(7/22/2013)
RR
California(5/22/2014)
RR
Colorado(4/9/2025)
RR
Florida(5/24/2012)
RR
Georgia(1/31/2012)
RR
Illinois(4/6/2017)
RR
Indiana(1/4/2012)
RR
Iowa(12/19/2011)
RR
Louisiana(6/4/2024)
RR
Maryland(10/18/2012)
RR
Mississippi(12/12/2011)
RR
Missouri(4/9/2025)
RR
Nevada(9/28/2015)
RR
New Jersey(12/23/2021)
RR
North Carolina(2/1/2012)
RR
Ohio(6/5/2012)
RR
Pennsylvania(2/17/2012)
RR
South Carolina(3/13/2012)
RR
Tennessee(2/29/2012)
RR
Texas(1/24/2012)
RR
Utah(4/7/2021)
RR
Virginia(2/25/2016)
RR
Washington(9/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 W. Lawrence Street Suite 304, Appleton, WI 54911
Mailing Address
Phone number
(920) 731-9293
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,702 |
| AUM (Assets Under Management) | $ 1,249,772,416 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789Montgomery, AL 36117TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
