Michael P. Christensen

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:

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

Current Employers

Employment History

• 08/2018 → 04/2019
  Beggar's Pizza
  Bourbonnais, IL
• 01/2016 → 08/2017
  Olivet Nazarene University
  Bourbonnais, IL
• 08/2017 → 08/2019
  Roadhouse Cinemas
  Phoenix, AZ
• 05/2019 → 08/2019
  Arizona State University
  Phoenix, AZ
• 01/2016 → 05/2020
  Olivet Nazarene University
  Bourbonnais, IL
• 04/2021 → 08/2021
  Grubhub
  Phoenix, AZ
• 04/2021 → 08/2021
  Instacart
  Phoenix, AZ
• 04/2020 → 12/2020
  Sc Audit & Accounting Solutions Llc
  Scottsdale, AZ
• 01/2021 → 04/2021
  Ward, Neal Cpa, P.C.
  Scottsdale, AZ
• 08/2021 → 11/2021
  Charles R. Rives Cpa P.C.
  Scottsdale, AZ
• 11/2021 → 01/2022
  Star Bookkeeping Services
  Scottsdale, AZ
• 02/2022 → Present
  Sage Financial Advisors Inc.
  Scottsdale, AZ
• 01/2022 → 12/2022
  Instacart
  Phoenix, AZ
• 01/2022 → 12/2022
  Grubhub
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-20