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Kelly Alan Christensen

Sage Financial Advisors Inc.

Scottsdale, AZ

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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

View on SEC IAPD

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PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
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