Aaron
Christopherson

Security First Advisors

CRD#5289850
Investment Advisor
in Clackamas, OR

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About this Advisor

Aaron Christopherson is a financial advisor based in Clackamas, Oregon, working with Security First Advisors. Aaron has previously held positions at Pinnacle Wealth Advisors, Inc, Zjc Inc, and Security First Advisors, Inc. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Aaron is part of Security First Advisors, which operates out of Clackamas, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $232.3 million 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 Security First Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9200 Sunnybrook Boulevard Suite 170
Clackamas, OR 97015

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Security First Advisors Brokerage Details

Total Assets Under Management

$232,265,595

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,213

OR Average: 1,309
Average Account Size

$191,480

OR Average: $855,770

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

Aaron Christopherson Work History

2023 - Present (1 year)

Security First Advisors, Inc

2019 - Present (5 years)

Zjc Inc

2011 - Present (13 years)

Pinnacle Wealth Advisors, Inc

Disclosures

Please visit the SEC profile of Aaron Christopherson 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 Security First Advisors

Rachael Schweiger
Portland, OR
Aaron Christopherson
Clackamas, OR
Brian Timm
Portland, OR
Randy Gay
Clackamas, OR
Louis Solly
Portland, OR
Ronald Wilkinson
Portland, OR
Evan Russell
Portland, OR

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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