David Christensen
David Christensen is a registered investment advisor at Coordinated Capital Securities, INC., based in La Crosse, WI, with 21 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Continuous investment management fees will not exceed 2.00% annually. Investment consulting fees will not exceed 1.50% annually. Fees are negotiable and subject to discounts.
Fee Estimator
Location
La Crosse, WI
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns David L. Christensen, CPA, providing tax services and accounting, dedicating a few hours per week. He is also an independent insurance agent with Christensen Wealth Management, LLC, selling fixed annuities, life, and long-term care insurance, also dedicating a few hours per week.
Employment History
Current Registrations
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Clifton Gunderson Financial Advisors L.L.C.
State Registrations2 states
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
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