Shawna Dawn Christiansen

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 07/2011 → 12/2018
  Lpl Financial, Llc
  San Diego, CA
• 08/2011 → 12/2018
  Independent Financial Partners
  San Diego, CA
• 10/2018 → 01/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2019 → 12/2021
  Triad Advisors
  Norcross, GA
• 01/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2018-10-19 → 2025-01-21
  Onedigital
  San Diego, CA
  Overland Park, KS
  Escondido, CA
• 2011-08-02 → 2018-12-24
  Independent Financial Partners
  San Diego, CA
• 2010-01-01 → 2011-06-27
  Ubs Financial Services Inc.
  San Diego, CA
  Weehawken, NJ
  San Diego, CA
• 2010-01-06 → 2010-01-01
  Ubs International Inc.
  San Diego, CA

Other Businesses

01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2006-03-08

Other Names

• Shawna Christiansen
• Shawna D Christiansen