Scott Christensen, financial advisor Seattle WA

Scott Christensen

CRD Number: 7001757
Current Firm: Merriman

Scott Christensen (CRD# 7001757) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry. Scott Christensen 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
Merriman Wealth Management Seattle, WA Jun 2018 - Current 5
Enterprise Rexburg, ID May 2017 - May 2018 1
H&r Block Rexburg, ID Sep 2017 - Apr 2018 < 1
Brigham Young University Rexburg, ID Sep 2013 - Apr 2018 4
Aptive Environmental Cincinatti, OH Apr 2017 - Sep 2017 < 1
Preventive Pest Control Phoenix, AZ Apr 2014 - Apr 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Scott M. Christensen
Phone Number: 800-423-4893
Firm Website: http://www.merriman.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,297
    MILLIONS
  • Total Number of Accounts
    2,306
    ACCOUNTS
  • Average Account Value
    $1,429,816
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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