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Kelly Alan Christensen

Sage Financial Advisors Inc.

Scottsdale, AZ

CRD 2254214

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Employer firm

Sage Financial Advisors Inc. CRD 116933

$270M regulatory AUM 205 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • TAX PREPARATION, PLANNING, AND COMPLIANCE

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

Current Employers
Sage Financial Advisors Inc.

8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-13
AZ RA APPROVED 1999-08-05
  • TX RA
    APPROVED
    Since 2018-04-13
  • AZ RA
    APPROVED
    Since 1999-08-05

Branch Locations

8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • 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
Sage Financial Advisors Inc. Scottsdale AZ 06/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-02
  • S65 Uniform Investment Adviser Law Examination
    1998-07-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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