Advisor at Presidio Wealth Management
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Firm
Presidio Wealth Management
Location
Midvale, UT 84047
Credentials
Series 63, Series 65
Industry experience
28 years
Shane Christiansen is a financial advisor at Presidio Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Osaic Wealth, OneDigital Investment Advisors, and LPL Financial. Christiansen has been with Presidio Wealth Management since 2003, returning in 2024 after a brief period elsewhere. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based approach, building diversified portfolios tailored to clients’ goals and risk tolerance, and is noted for allocating assets to third-party managers without receiving compensation from them.
Based on Presidio Wealth Management
Based on Presidio Wealth Management
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
6967 South River Gate Drive, Suite 102
Midvale, UT 84047
Texas · Utah
Presidio Wealth Management
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
OneDigital Investment Advisors
2017 - 2024 (7 years)
Triad Advisors, LLC
2017 - 2024 (7 years)
LPL Financial
2006 - 2017 (11 years)
Presidio Wealth Management
2003 - Present (23 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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