Christopher Tasik is a CFP-designated registered investment advisor at United Advisor Group, based in Franklin, TN, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
302 Innovation Drive #310, Franklin, TN, 37067
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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 ActivitiesSells Insurance
Christopher is the president of the Kiwanis of Nashville Foundation and owns Tasik Financial Strategies, a DBA for securities and insurance sales and service, taking about half of Christopher's time. He also serves as an executive director providing management services to industry associations, dedicating about 10-20% of his time.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.