John D. Christianson

CLEARSTREAM PLANNING

Allentown, PA

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CRD#: 1980196

Professional summary

John David Christianson is a registered financial advisor currently at CLEARSTREAM PLANNING, LLC located in Allentown, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

John Christianson offers SAT tutoring services as the sole member and 100% owner of Christianson Tutorials, LLC. He also sells medicare health insurance plans (Medicare Advantage, Medicare Supplement, PDPs) as the sole member and 100% owner of Prosperity Planning, LLC. These activities account for approximately 30% of his time during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Christianson's CRS (Customer Relationship Summary).

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

Current

March 16, 2023 - Present

CLEARSTREAM PLANNING, LLC

RIA

CRD#: 325102

Allentown, PA

Past

April 18, 2007 - December 31, 2008

PROSPERITY PLANNING, LLC

RIA

CRD#: 143432

ALLENTOWN, PA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/16/2023)

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 65

Date: 5/9/2022

Uniform Investment Adviser Law Examination

Current Firm

CLEARSTREAM PLANNING, LLC

CRD#: 325102 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/16/2023 Approved)

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Contact information

Main Address

Allentown, PA

Mailing Address

Phone number

(215) 650-7279

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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John D. Christianson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Christianson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARSTREAM PLANNING, LLC

PROSPERITY PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2022

Current Firm

CLEARSTREAM PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

CLEARSTREAM PLANNING, LLC

TRUST BUT VERIFY

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