Christine Halchak
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 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
26 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2021 to now
- United Planners Financial ServicesApr 2021 to now
- W.J. Voege Financial Services, Inc.Jan 2021 to now
- Christine HalchakJan 2000 to now
- Securities America Advisors, Inc.Jul 2020 to Apr 2021
- Securities America, Inc.Jul 2020 to Apr 2021
- Investacorp Advisory ServicesMay 2008 to Jul 2020
- Investacorp,inc.Feb 2000 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
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
- 4140929
- Firm CRD
- 20804