TrueAdvisor
TrueAdvisor
CC
CC

Cory Christiansen

Capital Synergy Partners
30 Years of Experience
Lincoln, NE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Cory Christiansen is a registered investment advisor at Capital Synergy Partners, based in Lincoln, NE, with 30 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

233 S. 13th St. Suite 1100, Lincoln, NE, 68508

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2008
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cory is the President and Owner of Christiansen Financial Services, Inc. He also sells fixed insurance products, dedicating about half of his time to these activities.

Employment History
Current Registrations
Capital Synergy Partners
July 2014 - Present · 12 yrs 3 mos
Capital Synergy PartnersBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Financial West Group
July 2008 - July 2014 · 6 yrs
Financial West GroupBroker
May 2002 - July 2014 · 12 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
April 1996 - June 2002 · 6 yrs 2 mos
State Registrations15 states
AZCACOFLIAILMDMNMONCNENVORSDTX
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.
More Advisors
More financial advisors in Lincoln, NE →All financial advisors in Nebraska →