Christopher Wollo
Christopher Wollo is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 4 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is involved in several outside business activities, including Hyperion Research Holdings, Ballistic Products, Inc., JEGG Global Holdings, LLC, Medina Holdings LLC, and Strategic Tax & Business Consultants LLC. These activities range from consulting and accounting work to real estate and tax preparation.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Isc Financial Advisors
State Registrations1 state
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