Shane Christiansen, financial advisor Midvale UT
93 score

Shane Christiansen

CRD Number: 3002444
Current Firm: Resources Investment Advisors

Shane Christiansen (CRD# 3002444) is an Investment Advisor Representative working at Resources Investment Advisors in Midvale, UT and has over 20 years of experience in the finance industry.

Similar Advisors
Benjamin Olson, financial advisor Midvale UT
Benjamin A. Olson
CRD# 5507333
R.o.i.
Score
103
Similar Advisors
Joseph Olson, financial advisor Midvale UT
Joseph G. Olson
CRD# 5507719
R.o.i.
Score
103
Similar Advisors
Jeffrey Zesiger, financial advisor Midvale UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Company Name Location Dates Years
Resources Investment Advisors Overland Park, KS Dec 2017 - Current < 1
Triad Advisors Norcross, GA Dec 2017 - Current < 1
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: 913-338-5300
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    5,653
    MILLIONS
  • Total Number of Accounts
    5,300
    ACCOUNTS
  • Average Account Value
    $1,066,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MI, MN, MO, MT, NC, ND, NE, NV, NY, OH, OK, OR, PR, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Shane Christiansen and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.