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Christopher J. Hitzman

TRUWEALTH ADVISORS
Mandeville, LA 70471
Some features on this profile are disabled
CRD#: 4288522
CH

Professional summary

Christopher John Hitzman, who also goes by Chris J Hitzman, Chris Hitzman, is a registered financial advisor currently at TRUWEALTH ADVISORS, LLC located in Mandeville, Louisiana.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris J Hitzman | Chris Hitzman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fixed Insurance; Investment related; TruWealth Advisors office location(s); Fixed / traditional insurance; Agent; Start 7/2020; 8hrs/mo all hrs during trading hours; sell insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Hitzman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 17, 2020 - Present

TRUWEALTH ADVISORS, LLC

Office #1: 173 Dalwill Drive, Mandeville, LA 70471
RIA
CRD#: 306876
Mandeville, LA
Past

July 22, 2020 - March 1, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Mandeville, LA
Past

January 22, 2014 - July 22, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MANDEVILLE, LA
Past

January 21, 2014 - July 22, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MANDEVILLE, LA
Past

February 15, 2006 - January 30, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MANDEVILLE, LA
Past

January 18, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
MANDEVILLE, LA
Past

January 18, 2006 - January 30, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
MANDEVILLE, LA
Past

February 27, 2002 - January 19, 2006

EDWARD JONES

BD
CRD#: 250
MADISONVILLE, LA
Past

February 23, 2001 - February 22, 2002

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUWEALTH ADVISORS, LLC
KNIGHT ADVISORS, LLC | TRUWEALTH ADVISORS, LLC

CRD#: 306876 / SEC#: 801-119073

RIA
Registered Investment Advisory firm - (7/17/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(7/17/2020)
IAR
Texas
(7/17/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 4/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/22/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TA
TRUWEALTH ADVISORS, LLC
KNIGHT ADVISORS, LLC | TRUWEALTH ADVISORS, LLC

CRD#: 306876 / SEC#: 801-119073

RIA
Registered Investment Advisory firm - (7/17/2020 Approved)
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Contact information

Main Address
2700 Lake Villa Drive Suite 200, Metairie, LA 70002-6785
Mailing Address
Phone number
(504) 779-7799
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TRUWEALTH ADVISORS, LLC (2/10/2025)

Regulatory assets under management

Total Number of Accounts7,157
AUM (Assets Under Management)$ 2,535,697,292

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUWEALTH ADVISORS, LLC

CRD#: 306876Mandeville, LA 70471

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