Christopher M. Wagner

CUTLER INVESTMENT GROUP

Newport Beach, CA 92660

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CRD#: 7180703

Professional summary

Christopher Michael Wagner, CFA, who also goes by Christopher Wagner, Kipper Wagner, is a registered financial advisor currently at CUTLER INVESTMENT GROUP located in Newport Beach, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christopher has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Wagner | Kipper Wagner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wagner'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®

CFA

Chartered Financial Analyst

Experience

Current

November 16, 2022 - Present

CUTLER INVESTMENT GROUP

Office #1: 220 Newport Center Dr. Suite 20, Newport Beach, CA 92660

RIA

CRD#: 128483

Newport Beach, CA

Past

January 4, 2021 - October 21, 2022

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEWPORT BEACH, CA

Past

September 3, 2020 - October 21, 2022

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

Newport Beach, CA

Past

June 15, 2020 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVINE, CA

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".

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 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

California
(11/16/2022)

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: 9/3/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/15/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/17/2020

Securities Industry Essentials Examination

Current Firm

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 Approved)

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Contact information

Main Address

525 Bigham Knoll, Jacksonville, OR 97530

Mailing Address

Phone number

(541) 770-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)

MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,235
AUM (Assets Under Management)	$ 1,309,990,254

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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Christopher M. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTLER INVESTMENT GROUP

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

CUTLER INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2020

Series 7TO

Date: 6/15/2020

SIE

Date: 3/17/2020

Current Firm

CUTLER INVESTMENT GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTLER INVESTMENT GROUP

TRUST BUT VERIFY

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