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Mark Leonard Christensen

Independent Financial Partners

Tampa, FL

Hastings, NE

CRD 7236023

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

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

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-03-13
  • NE RA
    APPROVED
    Since 2020-03-13

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

3606 Cimarron Plz Suite 275, Hastings, NE 68901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Partners Tampa FL 03/2020 Present
Riverside Golf Club Grand Island NE 02/2018 01/2020
Jackrabbit Run Golf Shop Grand Island NE 03/2013 02/2018
  • 03/2020 → Present
    Tampa, FL
  • 02/2018 → 01/2020
    Riverside Golf Club
    Grand Island, NE
  • 03/2013 → 02/2018
    Jackrabbit Run Golf Shop
    Grand Island, NE
Other Businesses

(1) 1/1/2023 - Ridgeline Advisors - Investment Related - DBA Name Only - 3606 Cimarron Plaza, Suite 275, Hastings, NE 68901 - DBA Name used for financial services and investment business. (2) Pinnacle Group - investment related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date Aug. 15, 2020 - 1 hour/month - 1 hour/month during trading - Sell fixed insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-10
  • S65 Uniform Investment Adviser Law Examination
    2020-03-10
Other Names
  • Mark Christensen

View on SEC IAPD

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