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Shaun Christiansen

Worry-In-Order
4 Years of Experience
Lake Oswego, OR
2 Disclosures
View SEC Summary
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Shaun Christiansen is a registered investment advisor at Worry-In-Order, based in Lake Oswego, OR, with 4 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 3 more.

Worry-In-Order
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $500K0.95%
$500K - $1.0M0.90%
$1M+0.90%

Rates shown are for the advisory fee remitted to Worry-In-Order. A separate custodial fee of 0.20% is charged by Betterment (which decreases as firm-wide assets increase). Fees for accounts over $1,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lake Oswego, OR

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History

Regulatory History (2)
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.
Employment Separation After Allegations
September 2014
Regulatory
June 2014
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Worry-In-Order
May 2026 - Present · 5 mos
Previous Registrations
Park Avenue Securities LLC
March 2024 - April 2025 · 1 yr 1 mo
Park Avenue Securities LLCBroker
February 2024 - April 2025 · 1 yr 2 mos
MML Investors Services, LLCBroker
October 2014 - December 2014 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
October 2011 - September 2014 · 2 yrs 11 mos
State Registrations1 state
OR
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.
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