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Christian P. Von Allmen

BONSAI ADVISORS LLC
Nashville, TN
Some features on this profile are disabled
CRD#: 4035900
CV

Professional summary

Christian Paul Von Allmen is a registered financial advisor currently at BONSAI ADVISORS LLC located in Nashville, Tennessee and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christian has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

top-8-questions

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.
1.) INDEPENDENT INSURANCE AGENT - 3/18/25 - 1630 30th Street, Suite A-227, Boulder, CO 80301 - Independent Insurance Agent, Helping people with life and annuities, Not Invt Rel, Life insurance & annuity business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) BONSAI LLC - 10/1/2024 -1630 30th Street, Suite A-227, Boulder, CO 80301 - Chief Distribution Officer, Distribution Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Paul Von Allmen'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

December 17, 2024 - Present

BONSAI ADVISORS LLC

RIA
CRD#: 323938
Nashville, TN
Current

April 24, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

June 13, 2024 - November 8, 2024

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
NASHVILLE, TN
Past

April 5, 2023 - June 24, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRENTWOOD, TN
Past

October 3, 2022 - March 1, 2023

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Brentwood, TN
Past

June 23, 2021 - December 14, 2022

GENWEALTH FINANCIAL ADVISORS, LLC

RIA
CRD#: 144979
Brentwood, TN
Past

April 16, 2021 - January 9, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRENTWOOD, TN
Past

April 16, 2021 - June 24, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BRENTWOOD, TN
Past

January 20, 2021 - April 27, 2021

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

April 3, 2020 - February 18, 2021

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
JACKSON, TN
Past

November 30, 2013 - March 29, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

March 23, 2001 - December 31, 2003

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

March 8, 2000 - January 8, 2020

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

October 27, 1999 - March 8, 2000

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

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
Michigan
(4/24/2025)
IAR
Tennessee
(12/17/2024)
RR
Tennessee
(4/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/30/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/31/2013
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BONSAI ADVISORS LLC
BONSAI ADVISORS LLC

CRD#: 323938 / SEC#:

Colorado
Registered Investment Advisory firm - (8/11/2023 Approved)
Tennessee
Registered Investment Advisory firm - (12/16/2024 Approved)
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Contact information

Main Address
250 Fillmore Street, Denver, CO 80206
Mailing Address
Phone number
(612) 860-9685
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV
0

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.

Company Information

BONSAI ADVISORS LLC

CRD#: 323938Nashville, TN

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