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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Christenson is a financial advisor with Cetera Investment Advisers LLC. Donald has been in the financial industry since September 11, 1996. Donald is a registered investment advisor in Minnesota, Texas and Wisconsin. Donald specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Donald is also a representative for AdvisorNet Insurance LLC where Donald sells fixed insurance products. Donald also works as a Registered Rep for Mayo Employees FCU.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCHESTER MN)
MN
06/11/1997 - 11/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
08/21/2009 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
09/11/1996 - 06/09/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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