Michael Christensen (CRD# 7828750) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Financial Advisors Inc. | Scottsdale, AZ | Feb 2022 - Current | 2 |
| Instacart | Phoenix, AZ | Jan 2022 - Dec 2022 | < 1 |
| Grubhub | Phoenix, AZ | Jan 2022 - Dec 2022 | < 1 |
| Star Bookkeeping Services | Scottsdale, AZ | Nov 2021 - Jan 2022 | < 1 |
| Charles R. Rives Cpa P.c. | Scottsdale, AZ | Aug 2021 - Nov 2021 | < 1 |
| Grubhub | Phoenix, AZ | Apr 2021 - Aug 2021 | < 1 |
| Instacart | Phoenix, AZ | Apr 2021 - Aug 2021 | < 1 |
| Ward, Neal Cpa, P.c. | Scottsdale, AZ | Jan 2021 - Apr 2021 | < 1 |
| Sc Audit & Accounting Solutions LLC | Scottsdale, AZ | Apr 2020 - Dec 2020 | < 1 |
| Olivet Nazarene University | Bourbonnais, IL | Jan 2016 - May 2020 | 4 |
| Arizona State University | Phoenix, AZ | May 2019 - Aug 2019 | < 1 |
| Roadhouse Cinemas | Phoenix, AZ | Aug 2017 - Aug 2019 | 2 |
| Beggar's Pizza | Bourbonnais, IL | Aug 2018 - Apr 2019 | < 1 |
| Olivet Nazarene University | Bourbonnais, IL | Jan 2016 - Aug 2017 | 1 |
| Homeschool | Scottsdale, AZ | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AZ
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$599,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, OR, TX
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