CF
CFP
CF
CFP

Christopher Field

37 Years of Experience
Helena, MT
Broker

Christopher Field is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Helena, MT, with 37 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

40 W. Lawrence St. Suite C, Helena, MT, 59601

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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 a condominium leased to a branch office, dedicating minimal time to this activity. He is also the owner and financial professional at Field Wealth Management LLC, a financial services firm, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2006 - June 2023 · 17 yrs 2 mos
Fsc Securities CorporationBroker
March 1993 - October 2003 · 10 yrs 7 mos
Ids Life Insurance CompanyBroker
December 1988 - March 1993 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
December 1988 - March 1993 · 4 yrs 3 mos
State Registrations15 states
AZCACOIDINKSMAMDMEMNMTOHORUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Field - Financial Advisor | TrueAdvisor