Best Investors
Account
Sign in
Best Investors
Account
Sign in
Clearstream Planning, LLC CRD 325102
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Allentown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Planning, Llc | Allentown | PA | 02/2007 | Present |
| Clearstream Planning, Llc | Allentown | PA | 01/2023 | Present |
| Christianson Tutorials, Llc | Allentown | PA | 10/2008 | Present |
John Christianson offers SAT tutoring services as the sole member and 100% owner of Christianson Tutorials, LLC. He also sells medicare health insurance plans (Medicare Advantage, Medicare Supplement, PDPs) as the sole member and 100% owner of Prosperity Planning, LLC. These activities account for approximately 30% of his time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
Reach out to this advisor