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Brian A Christensen

David Vaughan Investments, LLC

Peoria, IL

Winter Park, FL

CRD 1643784

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Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
David Vaughan Investments, Llc

5823 N Forest Park Drive, Peoria, IL 61614-3559 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
TX RA APPROVED_RES 2022-05-26
IL RA APPROVED 1998-03-31
  • FL RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED_RES
    Since 2022-05-26
  • IL RA
    APPROVED
    Since 1998-03-31

Branch Locations

5823 N. Forest Park Drive, Peoria, IL 61614 • United States

399 Carolina Avenue, Suite 110, Winter Park, FL 32789 • 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
David Vaughan Investments, Llc. Peoria IL 09/1993 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-15
  • S63 Uniform Securities Agent State Law Examination
    1991-02-15
Other Names
  • Brian Andrew Christensen
  • Brian A Christensen

View on SEC IAPD

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