Christopher Urness, financial advisor West Chester PA

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 West Chester, PA and has over 22 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
Lpl Financial, LLC Phoenix, AZ Feb 2016 - Current 8
Wealthcare Advisory Partners LLC Phoenix, AZ Feb 2016 - Current 8
Jpkc Kingdom Ventures LLC Phoenix, AZ Feb 2013 - Current 11
The Urness Group, LLC Phoenix, AZ Sep 2012 - Current 11
Creative Castle Preschool & Playtime, LLC Anthem, AZ Mar 2006 - Current 18
Deer Valley Credit Union Phoenix, AZ Jul 2012 - Apr 2022 9
Waddell & Reed, Inc. Peoria, AZ Apr 2007 - Feb 2016 8
Various Insurance Carriers For W & R Insurance Agencies Anthem, AZ Apr 2007 - Feb 2016 8
Creative Castle Preschool And Kindergarten, LLC Peoria, AZ Feb 2011 - Jun 2015 4
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
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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