Chris Christensen
CRD Number: 2735271Current Firm: United Planners' Financial Services Of America A Limited Partner
Chris Christensen (CRD# 2735271) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Angleton, TX and has over 13 years of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 6940755
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hicks Creek Cattle Co | Angleton, TX | Jan 2020 - Current | 4 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Aug 2017 - Current | 6 |
| Rental Property | Angleton, TX | Jul 2016 - Current | 7 |
| Jaco Roofing & Construction Inc. | Angleton, TX | Oct 2015 - Current | 8 |
| Chris & Kathryn Christensen | Angleton, TX | Aug 2007 - Current | 16 |
| Christensen Financial Services Inc. | Angleton, TX | Sep 2003 - Current | 20 |
| Christensen Financial Services Inc. | Angleton, TX | Sep 2003 - Current | 20 |
| Christensen Financial Services Inc. | Angleton, TX | Sep 2003 - Current | 20 |
| Chris M Christensen | Angleton, TX | Sep 2003 - Current | 20 |
| Trilogy Wealth Management | Angleton, TX | Aug 2017 - May 2023 | 5 |
| Oakwell Private Wealth Management | San Antonio, TX | Jan 2015 - Aug 2017 | 2 |
| Christensen Financial Services, Inc. | Angleton, TX | Sep 2003 - Aug 2017 | 13 |
| Strategic Financial Concepts, LLC | Angleton, TX | Jan 2011 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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