Advisor at Christiansen Asset Management LLC
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Firm
Christiansen Asset Management LLC
Location
Mequon, WI 53092-3453
Credentials
Series 63, Series 65
Industry experience
27 years
Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.
1% annually, charged quarterly as 0.25% per quarter on account values as of February 28, May 31, August 31, and November 30
Account minimum: No minimum account size requirement; however, there is a $250 minimum annual management fee. Minimum fee: $250 minimum annual management fee
11512 N Port Washington Rd, Ste 201 L
Mequon, WI 53092-3453
Wisconsin
Christiansen Asset Management, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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