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Cory James Christiansen

Capital Synergy Partners

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About Cory James Christiansen

Cory Christiansen is a registered investment advisor with Capital Synergy Partners. Cory Christiansen is a licensed advisor in Arizona, California, Florida, Minnesota, Missouri, Nebraska, Nevada, and North Carolina. Cory Christiansen has been in the industry since 1996. Cory Christiansen has also been affiliated with Financial West Group and Mutual of Omaha Investor Services, Inc.. Cory Christiansen has experience in financial planning, selection of other advisors, and portfolio management for individuals. Cory Christiansen has worked at Capital Synergy Partners since 2014.

Firm Information

Cory Christiansen is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Csp receives third party referral, selection & monitoring fees

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Cory Christiansen’s Registration & Firm History

CA

09/11/2014 - Present

Capital Synergy Partners (IRVINE CA)

NE

05/31/2002 - 07/28/2014

FINANCIAL WEST GROUP (OMAHA NE)

NE

04/24/1996 - 06/04/2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 07/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cory James Christiansen. Review regulatory record here.
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