Christopher KallmesCRD Number: 5467373
Current Firm: Usaa Financial Planning Services
Christopher Kallmes (CRD# 5467373) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Tolleson Union High School District||Tolleson, AZ||Aug 2015 - Current||1|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Sep 2010 - Current||6|
|Usaa Financial Planning Services||Phoenix, AZ||Sep 2010 - Current||6|
|Sammons Securities Company, LLC||Woodbury, MN||Aug 2009 - Sep 2010||1|
|Simwey Financial Group||Ann Arbor, MI||Dec 2007 - Sep 2010||2|
|Atlas Cold Storage||Tolleson, AZ||Jan 2003 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV