Christopher UrnessCRD Number: 4491912
Current Firm: Wealthcare Advisory Partners LLC
Christopher Urness (CRD# 4491912) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry. Christopher Urness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Wealthcare Advisory Partners LLC||Scottsdale, AZ||Feb 2016 - Current||< 1|
|Lpl Financial, LLC||Scottsdale, AZ||Feb 2016 - Current||< 1|
|Jpkc Kingdom Ventures LLC||Phoenix, AZ||Feb 2013 - Current||3|
|The Urness Group, LLC||Phoenix, AZ||Sep 2012 - Current||4|
|Deer Valley Credit Union||Phoenix, AZ||Jul 2012 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||Anthem, AZ||Apr 2007 - Current||9|
|Creative Castle Preschool & Playtime, LLC||Anthem, AZ||Mar 2006 - Current||10|
|Waddell & Reed, Inc.||Peoria, AZ||Apr 2007 - Feb 2016||8|
|Creative Castle Preschool And Kindergarten, LLC||Peoria, AZ||Feb 2011 - Jun 2015||4|
|Chris T Urness, Inc.||Phoenix, AZ||Jan 2010 - Jul 2012||2|
|First Command Financial Planning, Inc.||Fort Worth, TX||May 2001 - Apr 2007||5|
|First Command Financial Services, Inc.||Fort Worth, TX||May 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management211MILLIONS
Total Number of Accounts658ACCOUNTS
Average Account Value$321,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NE, NJ, NY, PA, TX, VA, WA
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