KA
Kelly Alan Christensen
CRD 2254214
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sage Financial Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sage Financial Advisors Inc.
President, Director, Chief Compliance Officer · Less than 5% · Mar 2024
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Sage Financial Advisors Inc.
Trustee & Beneficiary · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗