RC
RC

Ronn Christensen

15 Years of Experience
Crossville, TN
Sells Insurance

Ronn Christensen is a registered investment advisor at North Pointe Financial Advisors, INC, based in Crossville, TN, with 15 years of industry experience. Ronn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $2.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$485K average
Assets Under Management
$2.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.88%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Crossville, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronn is the president and owner of Black Diamond Marketing, an ad agency, dedicating about 10-20% of his time and 4 hours daily during securities trading. He also works as an insurance agent selling insurance for various insurance carriers since 2010.

Employment History
Current Registrations
North Pointe Financial Advisors, INC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Waddell & Reed, INC.
June 2010 - January 2012 · 1 yr 7 mos
State Registrations2 states
ILTN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ronn Christensen - Financial Advisor | TrueAdvisor