Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
35yrs
Christopher Cubbage
Full name on record: Christopher Eugene Cubbage
Financial advisor at Opportunus Wealth Management
Based in Lake Oswego, Oregon, Christopher Cubbage is a fiduciary financial advisor with 35 years of industry experience. Christopher has been with Opportunus Wealth Management since 2021; before that, Christopher spent a year at Securities America Advisors and two years at KMS Financial Services. Opportunus Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 547 advisors with offices in Lake Oswego, and one of 513 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Oregon
Office5775 Jean Rd Suite 210, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$836,545
Advisors at the firm3
States licensed ?1 state
Services through Opportunus Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOpportunus Wealth Management, LLCCurrent firm
- Nov 2020 – Jul 2021Securities America Advisors, Inc.Previously
- 2018 – 2020KMS Financial Services, Inc.Previously
- 2005 – 2015Principal Securities, Inc.Previously
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Opportunus Wealth Management at 253-254-5078 and ask for Christopher Cubbage. Christopher works from the Lake Oswego, OR office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 1991, about 35 years. Top 8% by experience in Oregon.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Opportunus Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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