Christopher A. Hatfield

DEFINED WEALTH MANAGEMENT

Beaverton, OR 97008

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CRD#: 5733146

Professional summary

Christopher A Hatfield, CFP®, who also goes by Christopher Andrew Hatfield, is a registered financial advisor currently at DEFINED WEALTH MANAGEMENT, LLC located in Beaverton, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Andrew Hatfield

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.

SOUTH PORTLAND BUSINESS ASSOCIATION; NON INVESTMENT RELATED; PORTLAND, OR; VOLUNTEER; BUSINESS ASSOCIATION; 1/10; 2.5 HOURS DEVOTED PER MONTH/0 DURING TRADING HOURS; BOARD MEMBER AT MONTHLY MEETINGS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher A Hatfield'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®

CFP^®

Certified Financial Planner

Experience

Current

February 12, 2020 - Present

DEFINED WEALTH MANAGEMENT, LLC

Office #1: 8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

RIA

CRD#: 306779

Beaverton, OR

Past

January 16, 2014 - April 1, 2020

TRUE PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 164947

PORTLAND, OR

Past

October 25, 2013 - January 13, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

PORTLAND, OR

Past

June 8, 2011 - October 29, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

June 8, 2011 - October 29, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

Past

January 11, 2010 - April 1, 2011

CRI SECURITIES, LLC

RIA

CRD#: 22589

PORTLAND, OR

Past

December 9, 2009 - April 1, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

PORTLAND, OR

Past

December 3, 2009 - April 1, 2011

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PORTLAND, OR

Past

December 3, 2009 - April 1, 2011

CRI SECURITIES, LLC

CRD#: 22589

PORTLAND, OR

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".

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 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.

Highlighted states indicate IAR registrations

IAR

Oregon
(2/12/2020)

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 66

Date: 11/28/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/2/2009

General Securities Representative Examination

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

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Contact information

Main Address

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008

Mailing Address

Phone number

(503) 444-7895

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEFINED WEALTH MANAGEMENT DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 220,199,080

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 A. Hatfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher A Hatfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

DEFINED WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2009

Series 7

Date: 12/2/2009

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEFINED WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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