David Christianson, financial advisor Minneapolis MN

David Christianson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for David J. Christianson
Phone Number: 952-746-2003
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    370
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $218,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, MN, NC, NE, TX, WA, WI

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