David Christensen, financial advisor Germantown WI
38 score

David Christensen

CRD Number: 1379012
Current Firm: Cetera Investment Advisers LLC

David Christensen (CRD# 1379012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Germantown, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Milwaukee Journal - Sentinel Milwaukee, WI Feb 2012 - Current 4
Cetera Investment Advisers LLC Schaumburg, IL Jan 2002 - Current 14
Cetera Financial Specialists LLC Schaumburg, IL Oct 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S66 NASAA Uniform Combined State Law Examination Sep 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for David A. Christensen
Phone Number: 888-528-2987
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
38

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