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Kelly Alan Christensen

SAGE FINANCIAL ADVISORS INC.·SCOTTSDALE, Arizona
Series 2, Series 65Clean record27 years registeredSAGE FINANCIAL ADVISORS INC.
8980 E. RAINTREE DRIVE, SCOTTSDALE, AZ 85260CRD# 2254214Firm CRD# 116933

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Alan Christensen · SCOTTSDALE, AZ
Registration
CRD #2254214 · SAGE FINANCIAL ADVISORS INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

SAGE FINANCIAL ADVISORS INC.
Aug 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · August 5, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAGE FINANCIAL ADVISORS INC.
CRD 116933 · SEC 801-60717
AUM
$190M
Regulatory assets under management
Employees
7
317 client accounts
Services offered by SAGE FINANCIAL ADVISORS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAGE FINANCIAL ADVISORS INC. →
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05

Frequently Asked Questions

What services does Kelly Alan Christensen offer?
Kelly Alan Christensen specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Kelly Alan Christensen's credentials?
Kelly Alan Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Alan Christensen located?
Kelly Alan Christensen is based in SCOTTSDALE, Arizona, working with SAGE FINANCIAL ADVISORS INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Kelly Alan Christensen charge for services?
Kelly Alan Christensen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE FINANCIAL ADVISORS INC.?
SAGE FINANCIAL ADVISORS INC. has approximately 7 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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