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CW

Christopher J. Whittaker

INTELLICENTS INVESTMENT SOLUTIONS
Golden, CO 80401
Some features on this profile are disabled
CRD#: 5831939
CW

Professional summary

Christopher James Whittaker is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Golden, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Rental Property; Not investment related; 888 Brannan St. San Francisco, CA 94103; Condo rental in Puerto Vallarta, MX; Owner; 01/01/2025 ; 0 hour per month; 0 hours per month during trading hours; Condo listed through Airbnb.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Whittaker'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

May 6, 2025 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 1111 Washington Ave, Suite115, Golden, CO 80401
RIA
CRD#: 107498
Golden, CO
Past

March 18, 2025 - April 23, 2025

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
Parker, CO
Past

January 16, 2025 - April 23, 2025

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 10, 2020 - February 8, 2025

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Greenwood Village, CO
Past

January 10, 2020 - January 16, 2025

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

August 22, 2017 - December 9, 2019

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
PARKER, CO
Past

March 23, 2011 - December 9, 2019

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
AURORA, CO

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".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 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
Colorado
(5/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)
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Contact information

Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)
INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2025
Cover Page
Report
11/21/2024
Cover Page
Report

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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Golden, CO 80401

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