Christopher Michael Tasik
Investment adviser representative at United Advisor Group
20 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
20 years in the industry.
- United Advisor GroupOct 2024 to now
- Bfc Planning, Inc.Aug 2019 to Oct 2024
- Securities Management & Research, Inc.Aug 2019 to Oct 2024
- H. Beck, Inc.Mar 2017 to Aug 2019
- Cambridge Investment Research Advisors, IncJun 2006 to Mar 2017
- Cambridge Investment Research, IncJun 2006 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4955910
- Firm CRD
- 324205