Craig Lipniskis
Investment Adviser Representative at United Advisor Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Craig Lipniskis is an investment adviser representative with United Advisor Group in West Chester, OH, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 4 firms, including Private Advisor Group, LLC and Horter Investment Management, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services, LLCSep 2004 – Sep 2017Blue Ash, OH
- Horter Investment ManagementJan 2018 – Jul 2019Cincinnati, OH
- Destin Flyers LLC and Destin Flyers Ohio LLCSep 2015 – Aug 2019West Chester, OH
- Fidelity Brokerage Services, LLCAug 2019 – Feb 2020Covington, KY
- LPL Financial, LLCDec 2020 – Feb 2025West Chester, OH
- Horter Investment ManagementMar 2020 – Nov 2020Cincinnati, OH
- Private Advisor Group, LLCDec 2020 – Jan 2025West Chester, OH
- United Advisors Group dba PQX Planning & Wealth ManagementFeb 2025 – no end date reportedWest Chester, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Advisor Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized and comprehensive financial solutions including individual services (Roth and Traditional IRAs, budgeting, brokerage account management, tax efficiency), family services (college savings, expense management, multigenerational financial planning), and business owner services (401(k), SIMPLE IRA, and SEP IRA plan design and implementation).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 53
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-127090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 20, 2026
View full firm profileOther advisors at United Advisor Group
Showing 12 of 53 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Lipniskis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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