David Christensen, financial advisor La Crosse WI

David Christensen

CRD Number: 4570838
Current Firm: Coordinated Capital Securities, Inc.

David Christensen (CRD# 4570838) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in La Crosse, WI and has over 23 years of experience in the finance industry. David Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coordinated Capital Securities, Inc. Madison, WI Oct 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for David L. Christensen
Phone Number: 608-221-4545
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $435,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TN, TX, WI

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