Christopher A Hatfield
Investment adviser representative at Defined Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$254MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Defined Wealth Management, LLCFeb 2020 to now
- True Private Wealth Advisors, LLCOct 2013 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
Defined Wealth Management, LLC
$254MAssets managed
154Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5733146
- Firm CRD
- 306779