Chris Michael Christensen

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-08-22

TX RA
APPROVED

Since 2017-08-22

Branch Locations

4265 San Felipe Ste. 510, Houston, TX 77027 • United States

Bandera, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Christensen Financial Services, Inc.	Angleton	TX	09/2003	08/2017
Oakwell Private Wealth Management	San Antonio	TX	01/2015	08/2017
United Planners' Financial Services Of America	Scottsdale	AZ	08/2017	Present
Christensen Financial Services Inc	Angleton	TX	09/2003	Present
Chris & Kathryn Christensen	Angleton	TX	08/2007	08/2025
Rental Property	Angleton	TX	07/2016	04/2026
Trilogy Wealth Management	Angleton	TX	08/2017	05/2023
Jaco Roofing & Construction Inc	Angleton	TX	10/2015	Present
Hicks Creek Cattle Co	Angleton	TX	01/2020	Present
Christensen Financial Services Inc	Angleton	TX	09/2003	Present
Christensen Financial Services Inc	Angleton	TX	09/2003	Present
Chris M Christensen	Angleton	TX	09/2003	Present

09/2003 → 08/2017

Christensen Financial Services, Inc.

Angleton, TX
01/2015 → 08/2017

Oakwell Private Wealth Management

San Antonio, TX
08/2017 → Present

United Planners' Financial Services Of America

Scottsdale, AZ
09/2003 → Present

Christensen Financial Services Inc

Angleton, TX
08/2007 → 08/2025

Chris & Kathryn Christensen

Angleton, TX
07/2016 → 04/2026

Rental Property

Angleton, TX
08/2017 → 05/2023

Trilogy Wealth Management

Angleton, TX
10/2015 → Present

Jaco Roofing & Construction Inc

Angleton, TX
01/2020 → Present

Hicks Creek Cattle Co

Angleton, TX
09/2003 → Present

Christensen Financial Services Inc

Angleton, TX
09/2003 → Present

Christensen Financial Services Inc

Angleton, TX
09/2003 → Present

Chris M Christensen

Angleton, TX

Previous Registrations

2015-08-11 → 2017-09-22

Oakwell Private Wealth Management

Angleton, TX

Austin, TX

Angleton, TX
2011-01-05 → 2015-08-11

Strategic Financial Concepts, Llc

Angleton, TX

Angleton, TX
2008-10-31 → 2010-08-04

Osaic Services, Inc.

Angleton, TX
2003-09-09 → 2008-10-31

American General Securities Incorporated

Angleton, TX

Angleton, TX
1998-03-30 → 2003-09-11

Avantax Advisory Services

Angleton, TX

Other Businesses

1.) CHRISTENSEN FINANCIAL SERVICES INC - PRESIDENT - NON-VARIABLE INSURANCE - ANGLETON, TX - SINCE 09/2003 - INVESTMENT RELATED 2.) JACO ROOFING & CONSTRUCTION INC - VP OF SALES - COMMERCIAL ROOFING CONTRACTOR - ANGLETON, TX - SINCE 10/2015 - NOT INVESTMENT RELATED 3.) HICKS CREEK CATTLE CO - OWNER LIVESTOCK - ANGLETON, TX - SINCE 01/2020 - NOT INVESTMENT RELATED 4.) CHRISTENSEN FINANCIAL SERVICES INC - 100% OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - ANGLETON, TX - SINCE 09/2003 INVESTMENT RELATED 5.) CHRIS M CHRISTENSEN - PRESIDENT - NON-VARIABLE INSURANCE - ANGLETON, TX - SINCE 09/2003 - INVESTMENT RELATED 6.) HUCKIN FINANCIAL GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - HOUSTON, TX - SINCE 04/2026 - INVESTMENT RELATED

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-09-07
S65	Uniform Investment Adviser Law Examination	2010-11-15

S63 Uniform Securities Agent State Law Examination

2017-09-07
S65 Uniform Investment Adviser Law Examination

2010-11-15

View on SEC IAPD