RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Christopher James Heckenkamp
- Title
- Wealth Advisorreportedcutler.comfirm site, Sep 15, 2026
- Professional profile
- cutler.com/team/christopher-heckenkampreportedcutler.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cutler Investment Group independent RIA currentsince Jun 2, 2025 · Newport Beach, Ca
- LPL Financial LLC BD affiliatedJan 25, 2023 to Apr 28, 2025 · Rancho Palos Verdes, Ca
- Wells Fargo Advisors wirehouseSep 13, 2021 to Sep 13, 2022 · Long Beach, Ca
- LPL Financial LLC to Cutler Investment Groupleft Apr 28, 2025, registered Jun 2, 2025 (35 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to LPL Financial LLCleft Sep 13, 2022, registered Jan 25, 2023 (134 days) · Wirehouse to independent RIA · moved with a team
- Christopher James Heckenkamp left Lpl Financial Llc for Cutler Investment Group (registered 2025-06-02)Apr 28, 2025 · Advisor changed firm · fact
- Christopher James Heckenkamp left Wells Fargo Advisors for Lpl Financial Llc (registered 2023-01-25)Sep 13, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address