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Connie Halverson Christiansen

SUN FINANCIAL, INC.·MIDVALE, Utah
Clean recordSUN FINANCIAL, INC.
6967 SOUTH RIVER GATE DRIVE, MIDVALE, UT 84047CRD# 6215721Firm CRD# 333404

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Connie Halverson Christiansen · MIDVALE, UT
Registration
CRD #6215721 · SUN FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Connie Halverson Christiansen is a registered financial advisor based in MIDVALE, Utah, affiliated with SUN FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUN FINANCIAL, INC.
PRESIDIO WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SUN FINANCIAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6215721
Firm CRD# 333404
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connie Halverson Christiansen offer?
Connie Halverson Christiansen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIDVALE, Utah for a consultation.
What are Connie Halverson Christiansen's credentials?
Connie Halverson Christiansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Halverson Christiansen located?
Connie Halverson Christiansen is based in MIDVALE, Utah, working with SUN FINANCIAL, INC.. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Connie Halverson Christiansen charge for services?
Connie Halverson Christiansen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN FINANCIAL, INC.?
SUN FINANCIAL, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUN FINANCIAL, INC.

Shane Parker Christiansen
MIDVALE, UT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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