Shane Parker Christiansen

Employer firm

Presidio Wealth Management CRD 333404

$217M regulatory AUM 26 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

• 01/2006 → 12/2017
  Lpl Financial Llc
  Salt Lake City, UT
• 12/2017 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 12/2017 → 12/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 08/2024 → 12/2024
  Osaic Wealth, Inc.
  La Vista, NE
• 01/2003 → Present
  Presidio Wealth Management
  Midvale, UT
• 11/2024 → Present
  Presidio Wealth Management
  Midvale, UT

Previous Registrations

• 2017-12-08 → 2025-01-21
  Onedigital
  Midvale, UT
  Overland Park, KS
• 2006-01-26 → 2017-12-08
  Lpl Financial Llc
  Salt Lake City, UT
  Midvale, UT
• 2005-02-15 → 2006-02-16
  Keeler Thomas Management Llc
  Orem, UT
• 2003-03-06 → 2003-11-25
  Hornor, Townsend & Kent, Llc
  Salt Lake City, UT
• 1999-04-21 → 2002-11-12
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1998-03-02

Other Names

• Parker Christiansen