Joseph
Christianson

Assuredpartners Investment Advisors

CRD#6102763
Investment Advisor
in Houston, TX

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About this Advisor

Joseph Christianson is a financial advisor based in Houston, Texas, working with Assuredpartners Investment Advisors. Joseph has previously held positions at Ubs Financial Services Inc, The Mid-Continent Companies, LTD, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, Assuredpartners Investment Advisors, LLC, and Kestra Advisory Services. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Joseph is part of Assuredpartners Investment Advisors, which operates out of Houston, Texas. The firm has 16 offices and 69 employees. The firm manages assets totaling $3.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

840 Gessner Rd Suite 700
Houston, TX 77024

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Assuredpartners Investment Advisors Brokerage Details

Total Assets Under Management

$3,251,947,155

TX Average: $1,855,561,029
Total Number of Employees

69

TX Average: 62
Total Number of Accounts

3,759

TX Average: 2,474
Average Account Size

$865,110

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joseph Christianson Work History

2024 - Present (1 year)

Assuredpartners Investment Advisors, LLC

2018 - Present (7 years)

Kestra Investment Services, LLC

2018 - Present (7 years)

Kestra Advisory Services, LLC

2019 - 2024 (5 years)

Kestra Investment Services

2019 - 2024 (5 years)

Kestra Advisory Services

2017 - 2019 (2 years)

The Mid-Continent Companies, LTD

2014 - 2017 (3 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Joseph Christianson 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 Assuredpartners Investment Advisors

Andrew Buchanan
Lexington, KY
Brandon Heckert
Tampa, FL
Gary Casciola
Pittsburgh, PA
Kirbe Llabra
Houston, TX
Beverly Bankus
Lancaster, PA
Kyler Spencer
Nashville, TN
Michael Voorheis
Dewitt, MI
Ryan Baumbach
Wilmington, DE

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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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