Christopher James Heckenkamp

Employer firm

Cutler Investment Group CRD 128483

$1.54B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 08/2022
  Tsg Wealth Management
  Irvine, CA
• 07/2019 → 09/2020
  Applied Medical
  Rancho Santa Margarita, CA
• 08/2017 → 05/2019
  Texas Christian University
  Fort Worth, TX
• 08/2015 → 05/2017
  University Of Arizona
  Tucson, AZ
• 12/2022 → 04/2025
  Arise Private Wealth
  Rancho Palos Verdes, CA
• 12/2022 → 04/2025
  Lpl Financial Llc
  Rancho Palos Verdes, CA
• 08/2022 → 11/2022
  Unemployed
  Costa Mesa, CA
• 11/2022 → 04/2025
  Arise Private Wealth
  Rolling Hills Estates, CA
• 05/2025 → Present
  Cutler Investment Counsel, Llc
  Newport Beach, CA

Previous Registrations

• 2023-01-25 → 2025-04-28
  Lpl Financial Llc
  Rancho Palos Verdes, CA
• 2021-09-13 → 2022-09-13
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-13

Designations

• Certified Financial Planner

Other Names

• Christopher Heckenkamp
• Chris J Heckenkamp