Christopher Michael Tasik

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 03/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2006 → 03/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 03/2017 → 08/2019
  H. Beck, Inc.
  Bethesda, MD
• 08/2019 → 10/2024
  Securities Management & Research, Inc.
  Brentwood, TN
• 08/2019 → 10/2024
  Bfc Planning, Inc.
  Brentwood, TN
• 10/2024 → Present
  United Advisor Group
  Brentwood, TN

Previous Registrations

• 2019-08-20 → 2024-10-28
  Bfc Planning, Inc.
  Brentwood, TN
  Cedar Rapids, IA
• 2017-03-29 → 2019-08-23
  Grove Point Investments, Llc
  Brentwood, TN
  Rockville, MD
• 2006-06-22 → 2017-04-07
  Cambridge Investment Research Advisors, Inc.
  Brentwood, TN
• 2005-08-26 → 2006-06-29
  Mml Investors Services, Llc
  Stamford, CT
  Stamford, CT

Other Businesses

1.KIWANIS OF NASHVILLE FOUNDATION-N-NASHVILLE, TN-FOUNDATION-President(inactive)Treasurer(active)-10/2019-5-2-CHARITABLE AND EDUCATIONAL PURPOSES. 2. TASIK FINANCIAL STRATEGIES-Y-BRENTWOOD, TN-DBA NAME-OWNER-08/2019-100-75-DBA FOR SALES AND SERVICE OF SECURITIES AND INSURANCE. 3. EXECUTIVE DIRECTOR-N-BRENTWOOD, TN-PROVIDE MANAGEMENT SERVICES TO INDUSTRY ASSOCIATIONS-EXECUTIVE DIRECTOR-08/2005-25-10-RESPONSIBILITIES MAY INCLUDE MEMBERSHIP RECRUITMENT & DEVELOPMENT, MEETING AND EVENT MANAGEMENT. 4. HIGHLAND PARK NEIGHBORHOOD ASSOCIATION-N-BRENTWOOD, TN-COMMITTEE CO-CHAIR-08/2021-2-1-PREPARE ANNUAL BUDGET FOR THE NEIGHBORHOOD POOL AND CLUBHOUSE. 5. 12 GENTLEMEN OF MIDDLE TENNESSEE-N-BRENTWOOD, TN-TREASURER-01/2021-1-0-COLLECT DUES AND DISPERSE REIMBURSEMENT FOR NEIGHBORHOOD CLUB. 6. Tasik Financial Strategies- Y- Brentwood, TN- Owner- 03/2024- 1- 1- Providing general financial education for a flat fee. 7. The Grapevine Group Advisory Board. Investment-related. 302 Innovation Dr, Ste 310 Franklin, TN 37067. Independent RIA. 02/2026. 2-10 hours per month. 0-1 hours per month during trading hours. Pays a quarterly fee to be part of this Advisory Board. It is primarily a marketing venture. 8. American Diabetes Association - Executive Leadership Team - Middle Tennessee. Not investment-related, 2451 Crystal Drive, Suite 900 Arlington, VA 22202 Board Member/Board Subcommittee Member/Officer or Director. 02/2026. 2-10 hours per month. 2-10 hours per month during trading hours. Help to further the mission of the American Diabetes Association® (ADA) by raising awareness and funds in support of the 2026 Step Out Walk Tennessee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-16
• S63 Uniform Securities Agent State Law Examination
  2005-08-03

Designations

• Certified Financial Planner

Other Names

• Christopher Michael Calderazzo
• Christopher Tasik