Christopher Urness, financial advisor Scottsdale AZ
96 score

Christopher Urness

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Christopher T. Urness
Phone Number: 804.644.4711
Registered State(s):
  • AZ
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    211
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $321,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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