CW
CW

Christopher James Whittaker

14 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

1111 Washington Ave, Suite115, Golden, CO, 80401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher owns rental properties in San Francisco and Puerto Vallarta, listed on Airbnb. He spends minimal time on these activities.

Employment History
Current Registrations
Intellicents Investment Solutions INC
May 2025 - Present · 9 mos
Previous Registrations
Voya Retirement Advisors, LLC
March 2025 - April 2025 · 1 mo
Voya Financial Partners, LLCBroker
January 2025 - April 2025 · 3 mos
Oneamerica Securities, INC.
January 2020 - February 2025 · 5 yrs 1 mo
Oneamerica Securities, INC.Broker
January 2020 - January 2025 · 5 yrs
Advised Assets Group, LLC
August 2017 - December 2019 · 2 yrs 4 mos
Gwfs Equities, INC.Broker
March 2011 - December 2019 · 8 yrs 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.