DC
CFP
DC
CFP

David Lee Christensen

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

La Crosse, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David owns David L. Christensen, CPA, providing tax services and accounting, dedicating a few hours per week. He is also an independent insurance agent with Christensen Wealth Management, LLC, selling fixed annuities, life, and long-term care insurance, also dedicating a few hours per week.

Employment History
Current Registrations
Coordinated Capital Securities, INC.Broker
October 2011 - Present · 14 yrs 4 mos
Coordinated Capital Securities, INC.
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC
November 2006 - April 2008 · 1 yr 5 mos
Wachovia Securities, LLCBroker
September 2006 - April 2008 · 1 yr 7 mos
Clifton Gunderson Financial Advisors L.L.C.
November 2000 - January 2006 · 5 yrs 2 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Lee Christensen - Financial Advisor | TrueAdvisor