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Kelly Alan Christensen

Sage Financial Advisors Inc.

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About Kelly Alan Christensen

Kelly Alan Christensen is a financial advisor at Sage Financial Advisors Inc., located in Scottsdale, Arizona. Kelly is registered with the state of Arizona and Texas. Kelly has over 20 years of experience in the financial industry, working in the financial services industry since June 1999. Kelly offers a wide range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Kelly also specializes in retirement planning, investment management, and tax planning. Kelly is a Certified Financial Planner (CFP®). Kelly is committed to helping individuals and families achieve their financial goals.

Firm Information

Kelly Christensen is currently registered with Sage Financial Advisors Inc.. Sage Financial Advisors Inc. is a Scottsdale, AZ-based firm with 5 investment adviser representatives. The firm advises on 317 accounts with a total of $190,169,664 in regulatory assets under management. Sage Financial Advisors Inc. provides financial planning, pension consulting, and educational seminars. The firm also offers tax preparation, planning, and compliance services. They work with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit sharing plans.
Sage Financial Advisors Inc.

8980 E. RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$190.17M

Assets Under Management

202

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation, planning, and compliance

Tax preparation, planning, and compliance

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

Seminar fees

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Kelly Christensen’s Registration & Firm History

AZ

04/13/2018 - Present

Sage Financial Advisors Inc. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Alan Christensen.
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