David ChristiansonCRD Number: 6384764
Current Firm: Nepsis, Inc.
David Christianson (CRD# 6384764) is an Investment Advisor Representative working at Nepsis, Inc. in Minneapolis, MN and has over 5 years of experience in the finance industry. David Christianson 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.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Nepsis, Inc.||Minneapolis, MN||Dec 2020 - Current||1|
|Cliftonlarsonallen Wealth Advisors, LLC||Minneapolis, MN||May 2016 - Nov 2020||4|
|Jnba Financial Advisors||Bloomington, MN||Dec 2014 - May 2016||1|
|University Of Minnesota||Duluth, MN||May 2012 - May 2016||4|
|Jefferson Senior High School||Bloomington, MN||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management370MILLIONS
Total Number of Accounts1,690ACCOUNTS
Average Account Value$218,936
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, HI, IL, MN, NC, NE, TX, WA, WI
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