Steven Samuel Christensen

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 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

• 08/2015 → 06/2017
  Unemployed
  San Francisco, CA
• 06/2017 → 01/2020
  Axa-Advisors, Llc
  New York, NY
• 08/2020 → 06/2022
  Ae Financial Services, Llc
  Topeka, KS
• 01/2020 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 06/2017 → 08/2020
  Liberty Group, Llc
  Oakland, CA
• 06/2017 → Present
  Lifetime Planning And Marketing
  Oakland, CA

Previous Registrations

• 2017-08-02 → 2020-01-22
  Equitable Advisors, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2014-11-26 → 2015-12-02
  Mission Creek Capital Partners, Inc.
  San Francisco, CA
• 2014-05-22 → 2014-10-02
  Fisher Investments
  San Mateo, CA
  Plano, TX
• 2013-06-12 → 2014-03-17
  Alpha Cubed Investments, Llc
  Cupertino, CA
• 2009-05-26 → 2013-06-25
  Harrisdirect Llc
  Arlington, VA

Other Businesses

Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 10/2020 Hours devoted to OBA monthly: 5 hours during trading hours / 0 hours during non-trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-30
• S66 Uniform Combined State Law Examination
  2009-05-21

Other Names

• Steven Samuel Christensen
• Steven Christensen