TrueAdvisor
TrueAdvisor
JC
CFA
JC
CFA

Joseph William Christianson

Assuredpartners Investment Advisors
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Assuredpartners Investment Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

Location

4600 W. Cypress Street, Suite 405, Tampa, FL, 33607

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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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Employment History
Current Registrations
Assuredpartners Investment Advisors
February 2024 - Present · 2 yrs
Previous Registrations
Kestra Advisory Services, LLC
December 2018 - February 2024 · 5 yrs 2 mos
Kestra Investment Services, LLCBroker
December 2018 - February 2024 · 5 yrs 2 mos
Mid-Continent Securities Advisors, LTD.Broker
March 2017 - December 2018 · 1 yr 9 mos
UBS Financial Services INC.
May 2014 - January 2017 · 2 yrs 8 mos
UBS Financial Services INC.Broker
May 2014 - January 2017 · 2 yrs 8 mos
Invesco Advisers, INC.
February 2014 - May 2014 · 3 mos
Invesco Distributors, INC.Broker
February 2014 - May 2014 · 3 mos
Blackrock Investment Management, LLC
November 2012 - February 2014 · 1 yr 3 mos
Blackrock Investments, LLCBroker
September 2012 - February 2014 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.