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Chris Michael Christensen

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner — Bandera, TX

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Bandera, TX

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner logo

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Enterprise

Total advisors

364

Across 203 offices

Clients per advisor

83 High

Avg AUM per client

$410,135 Typical

HNW client ratio

16% Typical

About

Chris Christensen is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held various roles within the financial services and related sectors, including ownership and leadership positions in Christensen Financial Services Inc. and involvement in livestock and commercial roofing businesses. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers advisory and brokerage services to individuals, retirement plans, corporations, and institutional clients.

Client services

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management

Occupation focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Founder/Business Owner Retired Executive

Demographic focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Established Professionals

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Fee options

Fixed

Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.

Percentage

$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum

Commissions

Commission-based products available through BD capacity; commissions vary by product.

Project-based

Financial Planning/Consulting Fees may be hourly; negotiated individually.

Other

Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.

Location

See office

Bandera, TX

Bandera TX

Advisors at this office

1

Most active in

Texas

Work history

30 years of industry experience

Hicks Creek Cattle Co

2020 - Present • 6 years

Angleton, TX

United Planners' Financial Services of America

2017 - Present • 9 years

Scottsdale, AZ

Trilogy Wealth Management

2017 - 2023 • 6 years

Angleton, TX

Rental Property

2016 - 2026 • 10 years

Angleton, TX

Jaco Roofing & construction Inc

2015 - Present • 11 years

Angleton, TX

Oakwell Private Wealth Management

2015 - 2017 • 2 years

San Antonio, TX

chris & kathryn christensen

2007 - 2025 • 18 years

Angleton, TX

Christensen Financial Services Inc

2003 - Present • 23 years

Angleton, TX

Christensen Financial Services Inc

2003 - Present • 23 years

Angleton, TX

Christensen Financial Services Inc

2003 - Present • 23 years

Angleton, TX

Chris M Christensen

2003 - Present • 23 years

Angleton, TX

Christensen Financial Services, Inc.

2003 - 2017 • 14 years

Angleton, TX

Avantax Advisory services

1998 - 2003 • 5 years

Angleton, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Polly P

Series 65

Medina, TX

Freestate Advisors LLC

Polly Peters is a Series 65-credentialed advisor with 30 years of industry experience. She has been with Freestate Advisors LLC since 2010. In addition to her advisory role, she is a member of Ingenios LLC, an oil company focused on new technology. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm emphasizes macro-level, research-driven asset allocation and portfolio construction using proprietary economic and risk modeling, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Wealth management Passive / index investing
user avatar

Emily P

Series 66

Bandera, TX

First Command Advisory Services

Emily Palmer is a Series 66-credentialed financial advisor with 20 years of industry experience. She currently works at First Command Advisory Services and has held prior roles at firms including Morgan Stanley, TIAA-CREF, Scottrade, and United Capital Financial Advisors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals

Jason N

Series 66

Boerne, TX

Edward Jones

Jason Null is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive retail advisor and branch network, affiliated mutual funds, and trust services.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner
user avatar

Marlena A

Series 63, Series 66

Bandera, TX

LPL Financial

Marlena Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her prior roles include positions at Next Financial Group, Brighthouse Financial, M2 Partners, American General Life Insurance, and AIG Capital Services. She serves as president of the Bandera County Texas A&M Club, where she coordinates and plans scholarship fundraising events. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, combining a broad platform with technology-enabled operational support and oversight of substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Anthony G

Series 63

Tarpley, TX

OSAIC

Anthony Gregory is a financial advisor with OSAIC, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance since 2007 and has been involved with various insurance companies since 2004. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Anthony F

CFP®, Series 66

Bandera, TX

Edward Jones

Anthony Ferragamo is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bandera, TX, where he has worked since 2009. He has 18 years of industry experience. Outside of his advisory work, he is a silent partner in a coaching business called The Emotional Aid. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Charitable giving & philanthropy Oil & Gas Religious/faith focused
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