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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 10/2011 | Present |
NAME OF BUSINESS: DAVID L. CHRISTENSEN, CPA INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: TAX SERVICES/ACCOUNTING POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 01/01/2007 # HOURS SPENT ON THIS ACTIVITY / MONTH: 10 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: PREPARES TAX RETURNS NAME OF BUSINESS: CHRISTENSEN WEALTH MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 01/01/2007 # HOURS SPENT ON THIS ACTIVITY / MONTH: 10 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: SELLS AND SERVICES FIXED ANNUITIES, LIFE AND LONG TERM CARE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-25 |
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