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RIA / WealthAdvisorCertified Financial Planner16 years in industry

CHRISTOPHER A HATFIELD

Advisor at DEFINED WEALTH MANAGEMENT, LLC

Beaverton, OR

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Search this name across graphsid dfx:ria:530a29cc-8d6f-c151-320c-02ee4464ba50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 9, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEFINED WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 28, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 28, 2009
First registration: Dec 9, 2009
Dual registered: no
Other names: CHRISTOPHER ANDREW HATFIELD
IAPD individual key: 5733146

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DEFINED WEALTH MANAGEMENT, LLC	Independent wealth	Feb 12, 2020	n/a	yes	Beaverton, OR	Current employment
TRUE PRIVATE WEALTH ADVISORS, LLC	Independent wealth	Jan 16, 2014	Apr 1, 2020	no	PORTLAND, OR\|SALEM, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 8, 2011	Oct 29, 2013	no	PORTLAND, OR	Previous registration
CRI SECURITIES, LLC	Former SEC adviser	Jan 11, 2010	Apr 1, 2011	no	PORTLAND, OR	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 9, 2009	Apr 1, 2011	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUE PRIVATE WEALTH ADVISORS, LLC	DEFINED WEALTH MANAGEMENT, LLC	Apr 1, 2020	Feb 12, 2020	-49	Firm change after gap	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRUE PRIVATE WEALTH ADVISORS, LLC	Oct 29, 2013	Jan 16, 2014	79	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	CRI SECURITIES, LLC	Apr 1, 2011	Jan 11, 2010	-445	Channel change	Other
CRI SECURITIES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 1, 2011	Jun 8, 2011	68	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164947:306779:OR:2020-04-01	Apr 1, 2020	Feb 12, 2020	PORTLAND, OR	Firm change after gap

Relationships

Registered with (5)

→ DEFINED WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 12, 2020 to presentfactForm ADV
→ TRUE PRIVATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 16, 2014 to Apr 1, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 8, 2011 to Oct 29, 2013factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 9, 2009 to Apr 1, 2011factForm ADV
→ CRI SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 11, 2010 to Apr 1, 2011factForm ADV

Dated events

No dated event names this entity yet.