George C. Mauser
ATLAS INVESTMENT ADVISORS
ALPHARETTA, GA 30009
CRD#: 5894853
Professional summary
Christian Mauser, CFP, CIMA, is a Lead Wealth Advisor and Investment Strategist at ATLas Investment Advisors. As a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst®, Christian has a passion for providing customized investment and financial planning solutions to individuals and families – particularly those in or approaching retirement. Since graduating from the University of Georgia where he received his degree in Family Financial Planning, Christian has accumulated over a decade of financial planning and investment management experience, working for large firms from Central Pennsylvania down to Atlanta, Georgia.
Biography
I am a Certified Financial Planner™ with a passion for providing customized financial planning solutions to families. I strive to provide advice that is comprehensive, personalized, and unbiased for every client. Throughout my career, I have had the privilege of planning and collaborating with individuals in all stages of their financial journeys, from young and just starting out to those who are happily enjoying retirement.
Question & Answer
What makes you the best choice for clients?
“In my work, I enjoy connecting with people and being able to provide friendly expertise. I try to simplify financial issues with stories that my clients can relate to, and I use humor to make things easier.”
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
LGBT Couples and Families
Retirement Plan Investment Adv...
What is your current number of clients?
Under 50
What is your minimum asset requirement?
2M
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Aliases
Chris Mauser | Christian Mauser
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: George Christian Mauser. Investment-Related: No. Address: 11720 Amber Park Drive, #160, Alpharetta, GA 30009. Nature: Tax Preparation. Position: Tax Preparer. Start Date: 01/01/2021. Approximate Hours Per Month: 5, during tax season. Approximate Hours During Trading Hours: None. Duties: Tax return preparation and filing.
CRS (Client Relationship Summary) - RIA
Click below to view George Christian Mauser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
June 2, 2023 - Present
ATLAS INVESTMENT ADVISORS
Office #1: 11720 Amber Park Dr #160, Alpharetta, GA 30009RIA
CRD#: 324861
ALPHARETTA, GA
Past
December 8, 2020 - June 30, 2023
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
Cumming, GA
Past
January 29, 2015 - November 30, 2020
RESOURCE PLANNING GROUP, LTD.
RIA
CRD#: 111524
ATLANTA, GA
Past
March 29, 2011 - November 24, 2014
RODGERS & ASSOCIATES
RIA
CRD#: 121700
LANCASTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ATLAS INVESTMENT ADVISORS
ATLAS FINANCIAL PLANNING | ATLAS INVESTMENT ADVISORS | ATLAS FINANCIAL PLANNING, LLC
CRD#: 324861 / SEC#: 801-129830
RIA
Registered Investment Advisory firm - (4/3/2024 Approved)Georgia
Registered Investment Advisory firm - (4/4/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/2/2023)
Current Firm
AI
ATLAS INVESTMENT ADVISORS
ATLAS FINANCIAL PLANNING | ATLAS INVESTMENT ADVISORS | ATLAS FINANCIAL PLANNING, LLC
CRD#: 324861 / SEC#: 801-129830
RIA
Registered Investment Advisory firm - (4/3/2024 Approved)Georgia
Registered Investment Advisory firm - (4/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11720 Amber Park Dr #160, Alpharetta, GA 30009
Mailing Address
Phone number
(770) 336-6805
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 482 |
| AUM (Assets Under Management) | $ 138,177,126 |
Red Flags
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Company Information
ATLAS INVESTMENT ADVISORS
CRD#: 324861Alpharetta, GA 30009TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
