Christopher Blake Kitchens
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2024 to now
- United PlannersSep 2024 to now
- Kitchens & Clifford, LLC dba Southern Benefit CompanyAug 2024 to now
- Integrity Health SolutionsJul 2020 to now
- Hound Hogs Bbq Supply Co.Apr 2020 to now
- B&b Kitchens Family, IncJul 2018 to now
- Christopher Blake KitchensJul 2018 to now
- Hope ChurchFeb 2014 to now
- Adam & SonsOct 2017 to May 2019
- Self EmployedAug 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7980847
- Firm CRD
- 20804