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Christopher Hagen

Gateway Wealth Partners, LLC
23 Years of Experience
Montgomery, AL
Broker
View SEC Summary
View SEC Summary

Christopher Hagen is a registered investment advisor at Gateway Wealth Partners, LLC, based in Montgomery, AL, with 23 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8116 Old Federal Rd., Suite C, Montgomery, AL, 36117

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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 operates Hagen Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance. He also owns Hagen Building LLC for real estate rental, dedicating minimal time to this activity.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
Independent Advisor Alliance, LLC
October 2021 - August 2025 · 3 yrs 10 mos
Invista Advisors
July 2016 - November 2021 · 5 yrs 4 mos
LPL Financial LLC
December 2011 - October 2020 · 8 yrs 10 mos
Morgan Keegan & Company, INC.
January 2004 - December 2011 · 7 yrs 11 mos
Morgan Keegan & Company, INC.Broker
June 2002 - December 2011 · 9 yrs 6 mos
State Registrations25 states
ALARAZCACOFLGAIAILINLAMDMOMSNCNJNVOHPASCTNTXUTVAWA
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.
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