Timothy Christensen, financial advisor Orem UT
93 score

Timothy Christensen

CRD Number: 4485323
Current Firm: Squire Wealth Advisors

Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Squire Investment Managment Company, LLC Orem, UT Jan 2000 - Current 16
Squire & Company, Pc Orem, UT Dec 1981 - Current 34
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2000
Contact Info for Timothy A. Christensen
Phone Number: 801.226.7722
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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Clean Record
This advisor has a clean track record with regulators.

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