Donald Joseph Christenson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2017 → Present
  Mayo Employees Fcu
  Rochester, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-05-09 → 2012-11-13
  Cetera Investment Services Llc
  St Cloud, MN
  St Cloud, MN

Other Businesses

1. NAME OF OTHER BUSINESS: ADVISORNET INSURANCE LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: SELLING FIXED INSURANCE PRODUCTS, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, APPROX NUMBER OF HOURS PER MONTH: VARIES, APPROX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM CARE 3. NAME OF OTHER BUSINESS: MAYO EMPLOYEES FCU INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT UNION START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: REGISTERED REP BRIEF DESCRIPTION OF DUTIES: DBA 4. NAME OF OTHER BUSINESS: KM DRAMA BOOSTERS INVESTMENT RELATED: NO ADDRESS: 101 16TH ST NE KASSON, MN 55944 NATURE OF BUSINESS: DRAMA BOOSTER CLUB START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: AGENDA SETTING, RUN MEETINGS, DEVELOP STRATEGY

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-10-07

Other Names

• Don Christenson
• Donald Joseph Christenson