Christopher Whittaker
Christopher Whittaker is a registered investment advisor at Intellicents Investment Solutions INC, based in Golden, CO, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,280 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.
Fee Estimator
Location
1111 Washington Ave, Suite115, Golden, CO, 80401
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher owns rental properties in San Francisco and Puerto Vallarta, listed on Airbnb. He spends minimal time on these activities.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
State Registrations1 state
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
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