Robert P. Christenson

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CRD#: 1031918

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Pratt Christenson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 26, 2009 - November 15, 2013

NET WORTH ADVISORY GROUP, LLC

RIA

CRD#: 126983

SANDY, UT

Past

August 13, 2008 - May 22, 2009

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SANDY, UT

Past

August 13, 2008 - May 22, 2009

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SANDY, UT

Past

December 13, 2007 - August 13, 2008

PENSION PLANNERS SECURITIES, INC.

RIA

CRD#: 14068

SANDY, UT

Past

November 26, 2007 - August 13, 2008

PENSION PLANNERS SECURITIES, INC.

CRD#: 14068

SACRAMENTO, CA

Past

April 12, 2006 - December 19, 2007

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

SALT LAKE CITY, UT

Past

January 31, 2006 - December 19, 2007

PARK AVENUE SECURITIES LLC

CRD#: 46173

SALT LAKE CITY, UT

Past

November 14, 2003 - January 19, 2006

FIRST WESTERN ADVISORS

RIA

CRD#: 13623

SALT LAKE CITY, UT

Past

August 13, 2002 - January 19, 2006

FIRST WESTERN ADVISORS

CRD#: 13623

HOLLADAY, UT

Past

March 13, 2002 - August 13, 2002

OSAIC WEALTH, INC.

CRD#: 23131

JERSEY CITY, NJ

Past

June 6, 2001 - March 13, 2002

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

February 2, 1995 - December 8, 1997

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

October 23, 1993 - February 13, 1995

CONSOLIDATED INVESTMENT SERVICES, INC.

CRD#: 7929

LITTLETON, CO

Past

October 2, 1992 - December 31, 1992

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 28, 1992 - April 7, 2006

SUMMIT ADVISORS, INC.

RIA

CRD#: 117902

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/5/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

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Contact information

Main Address

75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070

Mailing Address

Phone number

(801) 566-6639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NET WORTH ADVISORY GROUP PART II (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,970
AUM (Assets Under Management)	$ 718,363,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert P. Christenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

PENSION PLANNERS SECURITIES, INC.

PENSION PLANNERS SECURITIES, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

FIRST WESTERN ADVISORS

FIRST WESTERN ADVISORS

OSAIC WEALTH, INC.

PIM FINANCIAL SERVICES, INC.

PIM FINANCIAL SERVICES, INC.

CONSOLIDATED INVESTMENT SERVICES, INC.

SECURITIES AMERICA, INC.

SUMMIT ADVISORS, INC.

Primary Firm SEC Registration

NET WORTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2007

Series 63

Date: 6/19/2001

Series 7

Date: 6/4/2002

Series 6

Date: 6/5/2001

Current Firm

NET WORTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NET WORTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

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