Anthony L. Christensen

ACCESS WEALTH MANAGEMENT

Louisville, KY 40207

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CRD#: 3015594

Professional summary

Anthony Lambert Christensen, CPWA®, who also goes by Tony L. Christensen, is a registered financial advisor currently at ACCESS WEALTH MANAGEMENT, INC. located in Louisville, Kentucky and PRIVATE CLIENT SERVICES, LLC located in Louisville, Kentucky.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Anthony has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony L. Christensen

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) ACCESS FAMILY OFFICE SERVICES. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. FAMILY OFFICE SERVICES TO RIA CLIENTS. BOOK KEEPING, BILL PMT, TAX SERVICES. 160 HOURS/MO; 160 DURING TRADING HOURS. 2) ACCESS WEALTH MGMT/ACCESS REAL ESTATE MGMT. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. MGMT AND/OR OWNERSHIP OF REAL ESTATE HOLDING COMPANIES. MANAGER/PROVIDES REAL ESTATE MANAGMENT SERVICES. < 5 HOURS/MO; < 5 DURING TRADING HOURS. 3) ACCESS WEALTH MANAGEMENT. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. RIA. ADVISOR, PRESIDENT. 160 HOURS/MO; 160 DURING TRADING HOURS. 4) JDRF BOARD. 153 THIERMAN LANE, LOUISVILLE, KY 40207. JUVENILE DIABETES RESEARCH FOUNDATION. BOARD MEMBER. 2 HOURS/MO; 2 DURING TRADING HOURS. 5) NICK LACHEY FOUNDATION. 4360 BROWNSBORO RD, #101, LOUISVILLE, KY 40207. CHARITABLE FOUNDATION. BOARD SECRETARY. 2 HOURS/MO; 2 DURING TRADING HOURS. 6) WENDY NOVAK PEDIATRIC DIABETES CARE CENTER. 4350 BROWNSBORO RD, STE 110, LOUISVILLE, KY 40207. CHILDRENS CHARITY. ADVISORY BOARD MEMBER. 2 HOURS/MO; 2 DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lambert Christensen'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2018-03-26

Expire date: 2024-02-29

Experience

Current

December 10, 2015 - Present

ACCESS WEALTH MANAGEMENT, INC.

Office #1: 4360 Brownsboro Road Suite 101, Louisville, KY 40207

RIA

CRD#: 281616

Louisville, KY

Current

October 19, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 4360 Brownsboro Road Suite 101, Louisville, KY 40207

RIA

CRD#: 120222

Louisville, KY

Past

November 17, 2015 - December 10, 2015

ACCESS WEALTH MANAGEMENT, INC.

RIA

CRD#: 281616

LOUISVILLE, KY

Past

November 12, 2015 - October 19, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Louisville, KY

Past

January 21, 2005 - November 13, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LOUISVILLE, KY

Past

January 21, 2005 - November 13, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LOUISVILLE, KY

Past

December 4, 2002 - January 24, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

LOUISVILLE, KY

Past

December 3, 2002 - January 24, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

February 16, 2001 - December 4, 2002

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

August 29, 1998 - March 30, 1999

ARM SECURITIES CORPORATION

CRD#: 932

MINOT, ND

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".

ACCESS WEALTH MANAGEMENT, INC.

CRD#: 281616 / SEC#: 801-106775

RIA

Registered Investment Advisory firm - (10/15/2015 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.

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

Arizona
(10/19/2018)

California
(10/19/2018)

Florida
(10/19/2018)

Georgia
(5/10/2024)

Hawaii
(3/9/2022)

Illinois
(10/19/2018)

Indiana
(10/19/2018)

Iowa
(10/19/2018)

IAR

Kentucky
(12/10/2015)

Kentucky
(10/19/2018)

Maryland
(10/19/2021)

Minnesota
(5/4/2021)

Missouri
(5/3/2021)

New York
(10/19/2018)

North Carolina
(9/9/2019)

Ohio
(10/19/2018)

Oregon
(10/19/2018)

Pennsylvania
(5/10/2019)

Tennessee
(10/19/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/17/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/15/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACCESS WEALTH MANAGEMENT, INC.

CRD#: 281616 / SEC#: 801-106775

RIA

Registered Investment Advisory firm - (10/15/2015 Approved)

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Contact information

Main Address

4360 Brownsboro Road Suite 101, Louisville, KY 40207

Mailing Address

Phone number

(502) 292-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCESS WEALTH MANAGEMENT BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 318,959,868

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/22/2024	Cover Page	Report
03/14/2023	Cover Page	Report

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

Anthony L. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lambert Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

ACCESS WEALTH MANAGEMENT, INC.

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

ARM SECURITIES CORPORATION

Primary Firm SEC Registration

ACCESS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2001

SIE

Date: 10/1/2018

Series 31

Date: 4/17/2003

Series 7

Date: 8/27/1998

Series 24

Date: 3/15/2005

FINRA

Current Firm

ACCESS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACCESS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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