Christopher Kallmes, financial advisor Phoenix AZ
81 score

Christopher Kallmes

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Christopher P. Kallmes
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
81

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