Chris Michael Christensen
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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
23 years in the industry.
- Hicks Creek Cattle CoJan 2020 to now
- United Planners' Financial Services of America A Limited PartnerAug 2017 to now
- United Planners' Financial Services of AmericaAug 2017 to now
- Jaco Roofing & Construction IncOct 2015 to now
- Chris M ChristensenSep 2003 to now
- Christensen Financial Services, Inc.Sep 2003 to now
- Trilogy Wealth ManagementAug 2017 to May 2023
- Rental PropertyJul 2016 to Apr 2026
- Oakwell Private Wealth ManagementJan 2015 to Aug 2017
- Chris & Kathryn ChristensenAug 2007 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2735271
- Firm CRD
- 20804