DC
DC

Donald Christenson

29 Years of Experience
La Crosse, WI
BrokerSells Insurance

Donald Christenson is a registered investment advisor at Cetera Investment Advisers LLC, based in La Crosse, WI, with 29 years of industry experience. Donald 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

Mayo Employees Federal Credit Union, 605 West Avenue South, La Crosse, WI, 54601

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Donald sells fixed insurance products including life, health, disability, annuities, and long-term care through AdvisorNet Insurance LLC and other companies, dedicating full-time hours to these activities. He also serves as a registered representative for Mayo Employees FCU and is the president of KM Drama Boosters, a drama booster club.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Cetera Wealth Services, LLC
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Guaranty Brokerage Services, INC.Broker
August 2009 - December 2010 · 1 yr 4 mos
Primevest Financial Services, INC.
May 2007 - November 2012 · 5 yrs 6 mos
Primevest Financial Services, INC.Broker
June 1997 - November 2012 · 15 yrs 5 mos
Dean Witter Reynolds INC.Broker
September 1996 - June 1997 · 9 mos
State Registrations37 states
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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.