Chris Alan Roberts
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ascia PartnersJun 2021 to now
- United Planners' Financial Services of America A Limited PartnerJan 2014 to now
- United Planners' Financial ServicesJan 2014 to now
- Ohio National Life InsuranceOct 2018 to Sep 2022
- Medicare Back OfficeSep 2014 to Mar 2026
- Christopher A. RobertsMar 2014 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2623470
- Firm CRD
- 20804