CC
CFP
CC
CFP

Curt Christensen

38 Years of Experience
Avon, CT
BrokerSells Insurance

Curt Christensen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Avon, CT, with 38 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

195 W Main St, Ste 19, Avon, CT, 06001

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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

Curt works as an independent insurance agent, selling and servicing fixed insurance products since 2006. This activity is nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2006 - June 2021 · 14 yrs 9 mos
Voya Financial Advisors, INC.Broker
August 2006 - June 2021 · 14 yrs 10 mos
Citigroup Global Markets INC.
May 2002 - August 2006 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2002 - August 2006 · 4 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1999 - May 2002 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - May 2002 · 3 yrs 2 mos
Ascend Financial Services, INC.Broker
October 1987 - April 1999 · 11 yrs 6 mos
State Registrations19 states
AZCACTDCFLHIKYMANCNHNJNVNYORPARISCTXWA
AdvisorBrokerBoth

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.