Nathan Graham Christensen

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2020 → 05/2020
  Waterquest Corp
  Orem, UT
• 04/2019 → 01/2020
  Northwestern Mutual
  Farmington, UT
• 12/2018 → 04/2019
  Lds Business College
  Salt Lake City, UT
• 09/2018 → 12/2018
  Mrs. Cavanaughs Chocolate Factory
  North Salt Lake City, UT
• 05/2020 → Present
  Fidelity Investments
  American Fork, UT
• 08/2016 → 08/2018
  Church Of Jesus Christ Of Latter Day Saints
  Vancouver, WA

Previous Registrations

• 2022-08-02 → 2024-07-26
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-22
• S63 Uniform Securities Agent State Law Examination
  2020-09-11

Other Names

• Nate Graham Christensen