Christopher Tooker
Christopher Tooker is a CFP-designated registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2018Other Business Activities
Christopher is the Vice President of the Kiwanis Club of Omaha Foundation and President of the Downtown Omaha Rotary Club Foundation, where he conducts investment reviews and makes recommendations. He also owns TT&T Properties, LLC, a real estate company, and works as an instructor for Kaplan - College for Financial Planning, and is a Wealth Advisor and Education Consultant for Hub International, dedicating full-time hours to this role.
Employment History
Current Registrations
HUB Investment Partners, LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.