Steven James Christensen

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 06/2019
  Green Leaf Trust
  Biringham, MI
• 06/2019 → Present
  Mariner Wealth Advisors
  Novi, MI

Previous Registrations

• 2009-07-09 → 2012-05-03
  J.P. Morgan Securities Llc
  Ann Arbor, MI
  Birmingham, MI
  Troy, MI
• 2002-11-01 → 2003-07-31
  Banc One Securities Corporation
  Redford, MI

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-03
• S65 Uniform Investment Adviser Law Examination
  1999-03-04

Designations

• Certified Financial Planner