BC
BC

Billie Joan Christiansen

14 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only
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Location

100 E Wisconsin Ave Ste 1550, Milwaukee, WI, 53202

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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 Activities

Billie is a consultant for Mary Kay, selling cosmetics since 2010. This non-investment related activity takes minimal time.

Employment History
Current Registrations
Russell Investments Financial Services, LLC
January 2018 - Present · 8 yrs 1 mo
Russell Investments
January 2018 - Present · 8 yrs 1 mo
Russell Investments Financial Services, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
March 2012 - December 2017 · 5 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
December 2011 - December 2017 · 6 yrs
Wells Fargo Funds Distributor, LLCBroker
February 2008 - February 2009 · 1 yr
State Registrations3 states
MNWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Billie Joan Christiansen - Financial Advisor | TrueAdvisor