Christopher Tasik (CRD# 4955910) is an Investment Advisor Representative working at Bfc Planning, Inc. in Brentwood, TN and has over 18 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Management & Research, Inc. | Brentwood, TN | Aug 2019 - Current | 4 |
| Bfc Planning, Inc. | Brentwood, TN | Aug 2019 - Current | 4 |
| H. Beck, Inc. | Bethesda, MD | Mar 2017 - Aug 2019 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2006 - Mar 2017 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2006 - Mar 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- TN
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
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