Chris Tooker, AIF, CFP, CIMA, CPWA, MSFS

Chris Tooker is a distinguished Education Consultant and Wealth Advisor at HUB International, where he leverages his extensive expertise to develop and deliver comprehensive financial wellness programs. With over a decade of experience in the financial services industry, Chris is known for his commitment to empowering clients through education and personalized financial strategies.

In his role at HUB, Chris is responsible for presenting both virtual and on-site financial education seminars to group retirement plan clients and providing tailored advice through one-on-one consultations. His background includes completing a rigorous advisor development program at a major wire house firm, achieving Million Dollar Round Table status at a leading U.S. life insurance company, and serving as a group retirement plan subject matter expert for hundreds of advisors at a Midwest-based independent RIA.

Chris is also a respected educator, currently teaching behavioral finance and client psychology at the College for Financial Planning. Prior to this adjunct position, he taught personal finance at his alma mater, Creighton University. He combines his unique classroom skills and strengths with his practical advisory experience to deliver customized solutions and effective financial wellness programs.

Outside of his professional achievements, Chris is actively involved in his community. He is a Past President of the Kiwanis Club of Omaha and currently serves as the Vice President of the Kiwanis Club of Omaha Foundation and the President of the Omaha Downtown Rotary Foundation. Chris is a graduate of Leadership Omaha Class 40 and has served on several non-profit boards.

In his leisure time, Chris is a Lifetime Member of the National Council of Corvette Clubs. He and his family enjoy competing in quarter-mile drag racing at NHRA tracks, where he has won a Wally Award with his Greenwood Corvette. Their hobbies also include car shows, meet & greets, and poker rallyes.

Securities offered through M Holding Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through HUB Investment Advisors, an SEC registered investment advisor. Insurance services offered through HUB International. HUB International Great Plains, HUB International and HUB Investment Advisors are not under common ownership with M Holdings Securities, Inc.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

For important information related to HUB Investment Advisors, refer to the HUB Investment Advisors’ Client Relationship Summary (Form CRS) by navigating to Insurance Broker Omaha | HUB International disclosures.