DC
Donald J. Christenson
CETERA INVESTMENT ADVISERS LLC
ROCHESTER, MN 55902
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CRD#: 2779569
DC
Professional summary
Donald Joseph Christenson, who also goes by Don Christenson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rochester, Minnesota and CETERA WEALTH SERVICES, LLC located in La Crosse, Wisconsin.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Christenson
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. NAME OF OTHER BUSINESS: ADVISORNET INSURANCE LLC,
INVESTMENT RELATED: YES,
ADDRESS: SAME AS REGISTERED LOCATION,
NATURE OF BUSINESS: SELLING FIXED INSURANCE PRODUCTS,
POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE,
APPROX NUMBER OF HOURS PER MONTH: VARIES,
APPROX NUMBER OF HOURS DURING TRADING HOURS: VARIES,
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE;
2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 3/2017
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
POSITION/TITLE/RELATIONSHIP: AGENT
BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM CARE
3. NAME OF OTHER BUSINESS: MAYO EMPLOYEES FCU
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: CREDIT UNION
START DATE: 3/2017
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
POSITION/TITLE/RELATIONSHIP: REGISTERED REP
BRIEF DESCRIPTION OF DUTIES: DBA
4. NAME OF OTHER BUSINESS: KM DRAMA BOOSTERS
INVESTMENT RELATED: NO
ADDRESS: 101 16TH ST NE KASSON, MN 55944
NATURE OF BUSINESS: DRAMA BOOSTER CLUB
START DATE: 2/2017
APX NUMBER OF HOURS PER WEEK: 4
APX NUMBER OF HOURS DURING TRADING HOURS: 4
POSITION/TITLE/RELATIONSHIP: PRESIDENT
BRIEF DESCRIPTION OF DUTIES: AGENDA SETTING, RUN MEETINGS, DEVELOP STRATEGY
CRS (Client Relationship Summary) - RIA
Click below to view Donald Joseph Christenson'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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 130 23rd Ave Sw, Rochester, MN 55902Office #3: Mayo Employees Federal Credit Union 605 West Avenue South, La Crosse, WI 54601RIA
CRD#: 105644
ROCHESTER, MN
Current
November 1, 2012 - Present
CETERA WEALTH SERVICES, LLC
Office #1: Mayo Employees Federal Credit Union 605 West Avenue South, La Crosse, WI 54601Office #2: Mayo Employees Federal Credit Union 155 1st Avenue Sw, Rochester, MN 55902Office #3: 130 23rd Ave Sw, Rochester, MN 55902BD
CRD#: 13572
La Crosse, WI
Past
September 5, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ST CLOUD, MN
Past
August 21, 2009 - December 31, 2010
GUARANTY BROKERAGE SERVICES, INC.
BD
CRD#: 23302
ST. CLOUD, MN
Past
May 9, 2007 - November 13, 2012
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
ST. CLOUD, MN
Past
June 11, 1997 - November 13, 2012
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
September 11, 1996 - June 9, 1997
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/7/2016)
RR
Arizona(3/7/2016)
RR
Arkansas(4/13/2017)
RR
California(3/8/2013)
RR
Colorado(3/7/2016)
RR
Florida(3/7/2016)
RR
Georgia(3/7/2016)
RR
Idaho(4/1/2021)
RR
Illinois(3/7/2016)
RR
Indiana(3/7/2016)
RR
Iowa(3/7/2016)
RR
Kansas(3/7/2016)
RR
Kentucky(3/7/2016)
RR
Louisiana(3/7/2016)
RR
Maine(3/7/2016)
RR
Maryland(1/7/2020)
RR
Massachusetts(3/7/2016)
RR
Michigan(3/7/2016)
RR
Minnesota(11/1/2012)
IAR
Minnesota(6/29/2023)
RR
Mississippi(3/7/2016)
RR
Missouri(3/7/2016)
RR
Montana(3/7/2016)
RR
Nebraska(9/29/2021)
RR
New Hampshire(3/7/2016)
RR
New Mexico(3/7/2016)
RR
New York(3/7/2016)
RR
North Carolina(8/7/2018)
RR
North Dakota(3/7/2016)
RR
Ohio(3/7/2016)
RR
Oregon(3/7/2016)
RR
Pennsylvania(3/7/2016)
RR
South Dakota(3/7/2016)
RR
Tennessee(5/10/2024)
RR
Texas(3/7/2016)
IAR
Texas(6/29/2023)
RR
Utah(3/7/2016)
RR
Virginia(3/7/2016)
RR
Washington(1/3/2019)
RR
Wisconsin(3/7/2016)
IAR
Wisconsin(6/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Rochester, MN 55902TRUST BUT VERIFY
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Contact information
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