Chris
Christensen
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Chris Christensen is a financial advisor based in Angleton, Texas, working with United Planners' Financial Services Of America A Limited Partner. Chris has previously held positions at Strategic Financial Concepts, LLC, Christensen Financial Services, Inc, Oakwell Private Wealth Management, United Planners' Financial Services Of America, Christensen Financial Services Inc, Chris & Kathryn Christensen, Rental Property, Trilogy Wealth Management, Jaco Roofing & Construction Inc, Chris M Christensen, and Hicks Creek Cattle Co. Chris has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Chris is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Angleton, Texas. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Chris Christensen Work History
Hicks Creek Cattle Co
United Planners' Financial Services Of America
Rental Property
Jaco Roofing & Construction Inc
Chris & Kathryn Christensen
Christensen Financial Services Inc
Christensen Financial Services Inc
Christensen Financial Services Inc
Chris M Christensen
Trilogy Wealth Management
Oakwell Private Wealth Management
Strategic Financial Concepts, LLC
Christensen Financial Services, Inc
Disclosures
Please visit the SEC profile of Chris Christensen 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 United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
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Scottsdale, AZ
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Scottsdale, AZ
Minnetonka, MN
Melville, NY
South San Francisco, CA
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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.
