Thomas Paul Christensen

Current Employers

Employment History

• 05/1991 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2009 → 01/2025
  Sagemark Consulting
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Knoxville, TN

Previous Registrations

• 2004-03-10 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  Portland, OR
  Portland, OR
  Knoxville, TN

Other Businesses

1.SUCCESSOR TRUSTEE FOR FATHER'S ESTATE POSITION: Trustee NATURE: I am the successor trustee listed in my father's estate planning documents (Pete Christensen). My father continues to serve in this capacity so I would not assume this role until he is much older or has passed away. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2019 ADDRESS: 3209 Village Green Drive, Apt 403, Waco TX 76710, United States DESCRIPTION: estate management and distribution 2. BACKUP PERSONAL REPRESENTATIVE FOR FATHER'S WILL POSITION: Fiduciary NATURE: I am a backup personal representative named in the will of my father, Pete Christensen. My father currently serves in this capacity so I would not assume this role until he has passed away. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2019 ADDRESS: 3209 Village Green Drive, Apt 403, Waco TX 76710, United States DESCRIPTION: estate management and distribution. 3. BACKUP AGENT FOR FATHER'S POAS POSITION: Power of Attorney - Agent NATURE: I am the backup Agent listed in the Power of Attorney document for my father Pete Christensen. My father currently serves in this capacity so I would not assume this role until he is older. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2019 ADDRESS: 3209 Village Green Drive, Apt 403, Waco TX 76710, United States DESCRIPTION: estate and asset management 4. OSAIC WEALTH POSITION: Agent NATURE: fixed insurance and fixed annuity brokerage. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2009 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon TN 94583, United States DESCRIPTION: Implement fixed insurance and annuity products for clients. 5. THOMAS P CHRISTENSEN CFP CRPC - OSAIC WEALTH POSITION: Owner NATURE: Financial plan modeling and plan text writing for Osaic advisors who do not or cannot use the Financial Planning Dept. for this work. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2009 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Analyze financial plan data. Create appropriate financial models and simulations. Review and design financial plan with planners. Write financial plan text and assemble completed financial plan for planner to deliver to their clients. 6. MOMENTUM VALUE PARTNERS, LLC POSITION: Director of Financial Planning and New Advisor Development NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2026 ADDRESS: 6101 Bollinger Canyon Road Suite 225, San Ramon CA 94583, United States DESCRIPTION: Directing financial planning support efforts, promoting comprehensive planning, developing/growing advisors, member of leadership team for the organization

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-20

Designations