Shane Christiansen, financial advisor Midvale UT

Shane Christiansen

CRD Number: 3002444
Current Firm: Onedigital Investment Advisors

Shane Christiansen (CRD# 3002444) is an Investment Advisor Representative working at Onedigital Investment Advisors in Midvale, UT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Resources Investment Advisors Overland Park, KS Dec 2017 - Current 6
Triad Advisors Norcross, GA Dec 2017 - Current 6
Lpl Financial LLC Salt Lake City, UT Jan 2006 - Dec 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Shane P. Christiansen
Phone Number: 877-742-2021
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    89,149
    MILLIONS
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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