Christopher John Wollo
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 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
21 years in the industry.
- United Planners' Financial Services of America A Limited PartnerOct 2024 to now
- United Planners Financial ServicesOct 2024 to now
- Strategic Tax & Business Consultants LLCJan 2022 to now
- Medina Holdings LLCNov 2021 to now
- Hyperion Research Holdings, LLCJan 2017 to now
- Jegg Global Holdings, LLCSep 2015 to now
- Ballistic Products, Inc.Jan 2010 to now
- ISC Financial AdvisorsJan 2021 to Dec 2023
- Christopher Wollo, PaDec 2005 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7323863
- Firm CRD
- 20804