Shane P. Christiansen

PRESIDIO WEALTH MANAGEMENT

MIDVALE, UT 84047

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CRD#: 3002444

Professional summary

Shane Parker Christiansen, who also goes by Parker Christiansen, is a registered financial advisor currently at PRESIDIO WEALTH MANAGEMENT located in Midvale, Utah.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Shane has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Parker Christiansen

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)Sun Financial,Inc;investment related;6967 South River Gate Drive;holding company for Presidio Wealth Management;president;10/2002;0 hrs/month;0 hrs during trading;president of company, this is a holding company for Presidio Wealth Management 2)Resources Investment Advisors;investment related;registered investment advisor representative;financial advisor;12/1/2017;30 hrs/month;6 hrs during trading;registered investment advisor representative 3)Presidio Wealth Management;investment related;6967 South River Gate Drive,Suite 102,Midvale,UT 84047;investment firm-individual wealth management;wealth advisor,owner;10/2002;160 hrs/month;6.5 hrs during trading;managing assets for clients based upon their suitable risk tolerance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Parker Christiansen's CRS (Customer Relationship Summary).

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

November 20, 2024 - Present

PRESIDIO WEALTH MANAGEMENT

Office #1: 6967 South River Gate Drive Suite 102, Midvale, UT 84047

RIA

CRD#: 333404

MIDVALE, UT

Past

August 23, 2024 - December 31, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Midvale, UT

Past

December 8, 2017 - January 21, 2025

ONEDIGITAL

RIA

CRD#: 106766

Midvale, UT

Past

December 1, 2017 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Midvale, UT

Past

January 26, 2006 - December 8, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MIDVALE, UT

Past

January 26, 2006 - December 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

MIDVALE, UT

Past

October 31, 2005 - January 27, 2006

OSAIC SERVICES, INC.

CRD#: 133763

OREM, UT

Past

February 15, 2005 - February 16, 2006

KEELER THOMAS MANAGEMENT LLC

RIA

CRD#: 109522

OREM, UT

Past

November 3, 2003 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 6, 2003 - November 25, 2003

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

SALT LAKE CITY, UT

Past

November 13, 2002 - November 25, 2003

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

April 21, 1999 - November 12, 2002

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

February 23, 1998 - November 6, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

PRESIDIO WEALTH MANAGEMENT

PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA

Registered Investment Advisory firm - (11/13/2024 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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/20/2024)

IAR

Utah
(11/20/2024)

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: 4/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1998

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: 2/19/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/18/2005

General Securities Principal Examination

Current Firm

PRESIDIO WEALTH MANAGEMENT

PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA

Registered Investment Advisory firm - (11/13/2024 Approved)

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Contact information

Main Address

6967 South River Gate Drive Suite 102, Midvale, UT 84047

Mailing Address

Phone number

(801) 290-3201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PRESIDIO WEALTH MANAGEMENT (3/18/2025)

FORM ADV PART 2B - PARKER CHRISTIANSEN (3/18/2025)

FORM ADV PART 2B - ELIJAH CHRISTENSEN (3/18/2025)

Regulatory assets under management

Total Number of Accounts	844
AUM (Assets Under Management)	$ 175,533,722

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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Firm Stability Insights

Shane P. Christiansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Parker Christiansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ONEDIGITAL

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC SERVICES, INC.

KEELER THOMAS MANAGEMENT LLC

SUNAMERICA SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PRESIDIO WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/1999

Series 63

Date: 3/2/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/19/1998

Series 24

Date: 11/18/2005

Current Firm

PRESIDIO WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESIDIO WEALTH MANAGEMENT

TRUST BUT VERIFY

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