John
Christensen
Keel Point, LLC
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About this Advisor
John Christensen is a financial advisor based in Huntsville, Alabama, working with Keel Point, LLC. John has previously held positions at Blue Creek Investment Partners, LLC, Blue Creek Securities, LLC, and Storyone Family Office. John has passed the Series 63 regulatory exam and is registered to provide services in Florida, Georgia, Kansas, Missouri, North Carolina, Texas, and Virginia. Currently, John is part of Keel Point, LLC, which operates out of Huntsville, Alabama. The firm has 8 offices and 83 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Keel Point, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,940,456,131
83
5,548
$530,003
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
John Christensen Work History
Storyone Family Office
Blue Creek Investment Partners, LLC
Blue Creek Securities, LLC
Disclosures
Please visit the SEC profile of John Christensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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