John ChristensenCRD Number: 5524809
Current Firm: Keel Point, LLC
John Christensen (CRD# 5524809) is an Investment Advisor Representative working at Keel Point, LLC in Leawood, KS and has over 5 years of experience in the finance industry. John 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Blue Creek Investment Partners, LLC||Huntsville, AL||Apr 2011 - Current||6|
|Blue Creek Securities, LLC||Huntsville, AL||Apr 2011 - Current||6|
|Enterprise Bank & Trust||Kansas City, MO||Sep 2007 - Apr 2011||3|
|National Advisors Trust Co||Overland Park, KS||Feb 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
Total Assets Under Management1,428MILLIONS
Total Number of Accounts1,882ACCOUNTS
Average Account Value$758,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA
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