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William Henry Christensen

Sage Financial Advisors Inc.

Scottsdale, AZ

CRD 7836933

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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_RES 2026-03-16
AZ RA APPROVED 2024-02-05
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • AZ RA
    APPROVED
    Since 2024-02-05

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
High School Scottsdale AZ 08/2016 05/2019
Chick-Fil-A Franchise Scottsdale AZ 04/2018 08/2019
Arizona Christian University Glendale AZ 08/2019 05/2022
Arizona Christian University Glendale AZ 08/2021 05/2022
Target Corporation Scottsdale AZ 05/2020 08/2021
Sage Financial Advisors Inc. Scottsdale AZ 05/2022 Present
  • 08/2016 → 05/2019
    High School
    Scottsdale, AZ
  • 04/2018 → 08/2019
    Chick-Fil-A Franchise
    Scottsdale, AZ
  • 08/2019 → 05/2022
    Arizona Christian University
    Glendale, AZ
  • 08/2021 → 05/2022
    Arizona Christian University
    Glendale, AZ
  • 05/2020 → 08/2021
    Target Corporation
    Scottsdale, AZ
  • 05/2022 → Present
    Sage Financial Advisors Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01

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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