Jeffrey T. Christenson

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CRD#: 2458589

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.

Jeffrey Todd Christenson was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1994. Jeffrey had worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 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.

1) INDEPENDENT INSURANCE AGENT, YES,2801 E. Camelback Rd. Suite 200, Phoenix, AZ 85016. FIXED INSURANCE SALES, INDEPENDENT INSURANCE AGENT,10/6/1994, 100 hours per month, 100 hours per month during trading hours, SALES OF FIXED INSURANCE PRODUCTS 2)THE WEALTHY 100 LLC, NOT INVESTMENT RELATED, ADDRESS 2801 E. Camelback Rd. Suite 200, Phoenix, AZ 85016, MARKETING PROGRAM FOR INDEPENDENT AGENTS, START FEBRUARY 2003, 4 HOUR PER month - 0 hours DURING TRADING HOURS, PRESIDENT AND FOUNDER - RECRUITING, COACHING AND RELATIONSHIP MANAGEMENT. 3) LARGER THAN LIFE, LLC; INVESTMENT RELATED: NO; ADDRESS: 2801 E. Camelback Rd. Suite 200, Phoenix, AZ 85016. NATURE OF BUSINESS: INSURANCE REVIEWS FOR OTHER ADVISORS; START DATE: 04/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER month: 4; Number of hours per month during trading hours: 4; PERFORM INSURANCE REVIEWS FOR OTHER ADVISORS.

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

July 22, 2022 - October 14, 2025

INTRUA FINANCIAL

RIA

CRD#: 281554

Phoenix, AZ

Past

September 11, 2020 - July 7, 2021

SILVERHAWK ASSET MANAGEMENT, LLC

RIA

CRD#: 167798

SCOTTSDALE, AZ

Past

February 28, 2007 - December 2, 2009

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PHOENIX, AZ

Past

January 8, 2002 - July 24, 2019

CETERA ADVISORS LLC

RIA

CRD#: 10299

PHOENIX, AZ

Past

June 15, 2001 - July 24, 2019

CETERA ADVISORS LLC

CRD#: 10299

PHOENIX, AZ

Past

January 17, 1997 - July 9, 2001

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

October 8, 1996 - January 21, 1997

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

October 27, 1995 - October 10, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

March 16, 1995 - October 27, 1995

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 6, 1994 - June 21, 1994

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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".

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

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: 1/5/2002

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/1994

General Securities Representative Examination

Current Firm

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

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Contact information

Main Address

3737 Buffalo Speedway Suite 400, Houston, TX 77098

Mailing Address

Phone number

(713) 355-9910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTRUA ADV PART 2A (3/31/2025)

INTRUA PART 2A APPENDIX 1 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,051
AUM (Assets Under Management)	$ 1,212,765,982

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

Jeffrey T. Christenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SILVERHAWK ASSET MANAGEMENT, LLC

VOYA FINANCIAL ADVISORS, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

SECURIAN FINANCIAL SERVICES, INC.

CETERA ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

DICKINSON & CO.

Primary Firm SEC Registration

INTRUA FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2002

Series 65

Date: 11/11/1997

Series 63

Date: 3/2/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/28/1994

Current Firm

INTRUA FINANCIAL

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRUA FINANCIAL

TRUST BUT VERIFY

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