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Christian Edward Halas

Venn Wealth & Benefit Services, LLC

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About Christian Edward Halas

Christian Halas is a registered investment advisor representative with Venn Wealth & Benefit Services, LLC. Christian has been in the industry since 1995 and is licensed in Pennsylvania. Christian holds a Series 7 and a Series 66 license. Venn Wealth & Benefit Services, LLC is a fee-based firm offering a range of financial planning and advisory services to individual clients, including portfolio management, pension consulting, and selection of other advisors.

Firm Information

Christian Halas is currently registered with Venn Wealth & Benefit Services, LLC. Venn Wealth & Benefit Services, LLC is an independent Registered Investment Advisor (RIA) that offers financial planning, pension consulting, and portfolio management for individuals and businesses. Venn currently manages over $22 million in assets for 153 clients.

$22.21M

Assets Under Management

127

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Halas’s Registration & Firm History

PA

05/17/2004 - Present

Venn Wealth & Benefit Services, LLC (PITTSBURGH PA)

GA

04/29/2004 - 12/31/2006

TRIAD ADVISORS, INC. (ATLANTA GA)

PA

06/21/1999 - 12/31/2000

THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)

PA

11/03/1995 - 12/07/1998

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 05/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Edward Halas.
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