Craig Lipniskis
Investment adviser representative at United Advisor Group
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- United Advisor GroupFeb 2025 to now
- United Advisors Group dba Pqx Planning & Wealth ManagementFeb 2025 to now
- LPL Financial, LLCDec 2020 to Feb 2025
- Private Advisor Group, LLCDec 2020 to Jan 2025
- Horter Investment ManagementMar 2020 to Nov 2020
- Fidelity Brokerage Services, LLCAug 2019 to Feb 2020
- Horter Investment ManagementJan 2018 to Jul 2019
- Destin Flyers LLC and Destin Flyers Ohio LLCSep 2015 to Aug 2019
- Fidelity Brokerage Services, LLCSep 2004 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4861748
- Firm CRD
- 324205