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Christopher Cubbage

Investment adviser representative at Opportunus Wealth Management in Lake Oswego, OR

Investment adviser registrationUpdated

Christopher Cubbage is an investment adviser representative at Opportunus Wealth Management, LLC, an investment adviser managing $103M, and works from its Lake Oswego, OR office. Christopher Cubbage has been registered through Opportunus Wealth Management since 14 July 2021, has 34 years in the industry across 4 firms and has passed 5 licensing exams.

34
Years in industry
5
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christopher Cubbage has been an investment adviser representative at Opportunus Wealth Management since July 2021, and is not listed among the firm’s executive officers or direct owners.

Opportunus Wealth Management, LLC is a firm with $103M under management, 190 clients and 3 advisers across 3 offices, as of its March 2026 filing.

Christopher Cubbage’s longest registration was 10 years at Princor Financial Services Corporation (2005–2015). Before joining Opportunus Wealth Management in 2021, Christopher Cubbage was registered through Securities America Advisors, Inc. and KMS Financial Services, Inc.

  1. – present · 5 years
    Lake Oswego, OR · Adviser representative · Firm CRD 300141
  2. Securities America Advisors, Inc.
    – · under a year
    Lake Oswego, OR · Adviser representative · Firm CRD 110518
  3. KMS Financial Services, Inc
    – · 2 years
    Lake Oswego, OR · Adviser representative · Firm CRD 3866
  4. Princor Financial Services Corporation
    – · 10 years
    Lake Oswego, OR · Adviser representative · Firm CRD 1137

Credentials and registrations

Investment adviser representative registrations

Christopher Cubbage is registered as an investment adviser representative in Oregon, since July 2021.

  • OregonSince 14 July 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 2427 March 2015
Name
General Securities Principal Examination
Series 6510 January 2005
Name
Uniform Investment Adviser Law Examination
Series 727 October 1998
Name
General Securities Representative Examination
Series 63 December 1991
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6311 October 1991
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Christopher Eugene Cubbage
CRD
2174141
Office
5775 JEAN RD SUITE 210, Lake Oswego, OR 97035
Registration
Investment adviser registration
In the industry since
June 1992
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Christopher Cubbage work?

Christopher Cubbage is an investment adviser representative registered through Opportunus Wealth Management, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Cubbage a financial advisor?

Yes. Christopher Cubbage has a current investment-adviser registration in Oregon, through Opportunus Wealth Management since July 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christopher Cubbage have?

Christopher Cubbage has 34 years in the financial industry, since June 1992, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Christopher Cubbage passed?

Christopher Cubbage has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in October 1991. FINRA credited Christopher Cubbage with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Christopher Cubbage work before Opportunus Wealth Management?

Before Opportunus Wealth Management, Christopher Cubbage was registered through Securities America Advisors, Inc., November 2020 to July 2021; KMS Financial Services, Inc, June 2018 to November 2020; Princor Financial Services Corporation, March 2005 to October 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Christopher Cubbage based?

Christopher Cubbage’s registered office is in Lake Oswego, OR.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Cubbage registered with FINRA?

No. Christopher Cubbage has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Christopher Cubbage’s record?

Search CRD 2174141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Cubbage’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Opportunus Wealth Management

Sources

  1. IAPD individual record, CRD 2174141, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Opportunus Wealth Management, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.