Unclaimed Profile

Shane Parker Christiansen

SUN FINANCIAL, INC.·MIDVALE, Utah

SIE, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredSUN FINANCIAL, INC.

6967 SOUTH RIVER GATE DRIVE, MIDVALE, UT 84047CRD# 3002444Firm CRD# 333404

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Parker Christiansen · MIDVALE, UT

Registration

CRD #3002444 · SUN FINANCIAL, INC. · 27 years registered

Brand Profile

Not yet started

Career History

PRESIDIO WEALTH MANAGEMENT

Nov 2024 – present

ONEDIGITAL INVESTMENT ADVISORS

Dec 2017 – Jan 2025

Midvale, UT

LPL FINANCIAL LLC

Jan 2006 – Dec 2017

MIDVALE, UT

KEELER THOMAS INC

Feb 2005 – Feb 2006

OREM, UT

HORNOR, TOWNSEND & KENT, INC.

Mar 2003 – Nov 2003

SALT LAKE CITY, UT

STRATEGIC ADVISERS INC.

Apr 1999 – Nov 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 21, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUN FINANCIAL, INC.

CRD 333404 · SEC 801-131464

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SUN FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SUN FINANCIAL, INC. →

Introduction

Speak with Shane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shane is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIDVALE?

Browse all registered financial advisors in MIDVALE, Utah or claim this profile if it's yours.

Browse MIDVALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shane Parker Christiansen offer?

Shane Parker Christiansen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIDVALE, Utah for a consultation.

What are Shane Parker Christiansen's credentials?

Shane Parker Christiansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Parker Christiansen located?

Shane Parker 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 Shane Parker Christiansen charge for services?

Shane Parker 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →