Michael
Christensen

Sage Financial Advisors Inc

CRD#7828750
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Michael Christensen is a financial advisor based in Scottsdale, Arizona, working with Sage Financial Advisors Inc. Michael has previously held positions at Beggar's Pizza, Olivet Nazarene University, Roadhouse Cinemas, Arizona State University, Grubhub, Instacart, SC Audit & Accounting Solutions LLC, Ward, Neal CPA, P.C, Charles R. Rives CPA P.C, Star Bookkeeping Services, Sage Financial Advisors Inc, and Homeschool. Michael has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Michael is part of Sage Financial Advisors Inc, which operates out of Scottsdale, Arizona. The firm has 1 office and 7 employees. The firm manages assets totaling $190.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Sage Financial Advisors Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8980 E. Raintree Drive Suite 120
Scottsdale, AZ 85260

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Sage Financial Advisors Inc Brokerage Details

Total Assets Under Management

$190,169,664

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

317

AZ Average: 1,370
Average Account Size

$599,904

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Michael Christensen Work History

2022 - Present (2 years)

Sage Financial Advisors Inc

2022 - 2022 (< 1 year)

Instacart

2022 - 2022 (< 1 year)

Grubhub

2021 - 2021 (< 1 year)

Grubhub

2021 - 2021 (< 1 year)

Instacart

2021 - 2021 (< 1 year)

Ward, Neal Cpa, P.C

2021 - 2021 (< 1 year)

Charles R. Rives Cpa P.C

2021 - 2022 (1 year)

Star Bookkeeping Services

2020 - 2020 (< 1 year)

Sc Audit & Accounting Solutions LLC

2019 - 2019 (< 1 year)

Arizona State University

2018 - 2019 (1 year)

Beggar'S Pizza

2017 - 2019 (2 years)

Roadhouse Cinemas

2016 - 2017 (1 year)

Olivet Nazarene University

2016 - 2020 (4 years)

Olivet Nazarene University

2012 - 2015 (3 years)

Homeschool

Disclosures

Please visit the SEC profile of Michael Christensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sage Financial Advisors Inc

William Christensen
Scottsdale, AZ
Michael Christensen
Scottsdale, AZ
Andrew Holemon
Scottsdale, AZ
Kelly Christensen
Scottsdale, AZ
Sharon Bargetto
Scotts Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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