Christopher
Urness

Wealthcare Advisory Partners LLC

CRD#4491912
Investment Advisor
in West Chester, PA

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About this Advisor

Christopher Urness is a certified financial planner and chartered financial consultant based in West Chester, Pennsylvania with 7 years of relevant experience. Urness works at Wealthcare Advisory Partners LLC. Over the course of their career, Urness has held roles at Creative Castle Preschool & Playtime, LLC, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Deer Valley Credit Union, Creative Castle Preschool And Kindergarten, LLC, The Urness Group, LLC, Jpkc Kingdom Ventures LLC, Lpl Financial, LLC and Wealthcare Advisory Partners LLC. Urness maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. Wealthcare Advisory Partners LLC is a company based in West Chester, PA. The firm has offices in 65 locations and a total of 187 advisors. It has $4 billion in total assets among its 16,562 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 28 charitable organizations. Of its 16,562 client accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Wealthcare Advisory Partners LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Wealthcare Advisory Partners LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1065 Andrew Drive
West Chester, PA 19380

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

PA Average: $15,833,994,310
Total Number of Employees

187

PA Average: 41
Total Number of Accounts

16,562

PA Average: 3,342
Average Account Size

$235,926

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christopher Urness Work History

Christopher has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Wealthcare Advisory Partners LLC

2013 - Present (11 years)

Jpkc Kingdom Ventures LLC

2012 - Present (12 years)

Deer Valley Credit Union

2012 - Present (12 years)

The Urness Group, LLC

2007 - Present (17 years)

Various Insurance Carriers For W & R Insurance Agencies

2006 - Present (18 years)

Creative Castle Preschool & Playtime, LLC

2011 - 2015 (4 years)

Creative Castle Preschool And Kindergarten, LLC

2007 - 2016 (9 years)

Waddell & Reed, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Urness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthcare Advisory Partners LLC

James Graves
West Chester, PA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
Anthony Tomash
Cedar Rapids, IA
Daniel Ascani
West Chester, PA
Robert Richards
Blue Bell, PA
Smitha Thomas
Lucas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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