Kathleen M Christensen

Current Employers

Employment History

• 01/2020 → Present
  Connecticut Wealth Management, Llc
  Farmington, CT
• 06/2013 → 12/2019
  Connecticut Wealth Management, Llc
  Farmington, CT

Previous Registrations

• 2008-12-04 → 2013-06-24
  Marcum Wealth Management, Llc
  West Hartford, CT

Other Businesses

(1) 6/2018- serves on the Board of Directors for the non-profit the Bridge Family Center in West Hartford, CT, devoting approximately 6 hours a month, during non-trading hours. (2) Kathleen M. Christensen is a membership owner of Ten One Ten, LLC since 2014 and devotes zero hours during and outside of trading hours. Zero yearly compensation is received for this activity. (3) CT Women's Council; Serves on the board of directors; Location of business; PO Box 370487 West Hartford, CT 06137; Responsibilities/Duties: Responsible to know and oversee the implementation of policies and programs; Start date with the business: 1/1/2021; Hours per month devoted to the business During Trading Hours: 0; Hours per month devoted to the business Outside trading hours: 2 hrs a month; Percentage of total yearly compensation expected to be derived from the business: 0 (4) TRUSTEE; BARBARA E DANIELL IRR TRUST FBO SANDRA R DANE ; investment related: Yes; Location of the business: CTWM, 281 FARMINGTON AVENUE FARMINGTON CT 06032 USA; Description of the business: INVESTMENT ADVISORY FIRM; Responsibilities Duties: MANAGE, INVEST AND REINVEST TRUST PROPERTY, BROAD POWERS ASSIGNED; Start date with business: 2022-11-14; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; (5) TRUSTEE; BARBARA E DANIELL IRR TRUST FBO HOLLY D. MILLER; investment related: Yes; Location of the business: CTWM 281 FARMINGTON AVENUE FARMINGTON CT 06032 USA; Description of the business: INVESTMENT ADVISORY; Responsibilities Duties: MANAGE, INVEST AND REINVEST TRUST PROPERTY. BROAD POWERS ASSIGNED.; Start date with business: 2022-11-14; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-03

Designations