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Christopher Bateman

10 Years of Experience
Idaho Falls, ID
Broker

Christopher Bateman is a registered investment advisor at Cetera Investment Advisers LLC, based in Idaho Falls, ID, with 10 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

255 B Street, Suite 207, Idaho Falls, ID, 83402

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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 provides fixed income securities to public entities through Time Value Investments, Inc. This institutional bond sales activity takes Christopher's full-time effort.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
April 2017 - February 2025 · 7 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
April 2017 - February 2025 · 7 yrs 10 mos
Waddell & Reed
October 2015 - March 2017 · 1 yr 5 mos
Waddell & ReedBroker
September 2015 - March 2017 · 1 yr 6 mos
State Registrations8 states
AKCACOIDMTTXWAWY
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 Bateman - Financial Advisor | TrueAdvisor