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Advisors / Idaho / Idaho Falls
11yrs

Christopher Bateman

Financial advisor at Cetera Investment Advisers

Based in Idaho Falls, Idaho, Christopher Bateman is a fiduciary financial advisor with 11 years of industry experience. Christopher joined Cetera Investment Advisers in 2025, after eight years at Concourse Financial Group Securities and a year at Waddell & Reed. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 137 advisors with offices in Idaho Falls, and one of 132 fiduciaries.

Idaho Falls, ID 83402Fiduciary advisor

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office255 B Street Suite 207, Idaho Falls, ID 83402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Series 66Uniform Combined State Law Examination

Career

  1. Feb 2025 – now
  2. 2017 – 2025
    Concourse Financial Group Securities, Inc.Previously
  3. Oct 2015 – Mar 2017
    Waddell & ReedPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Christopher Bateman. Christopher works from the Idaho Falls, ID office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Christopher hold?

Series 66. 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?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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