Bradley J. Christensen

ASCENT RETIREMENT ADVISORS

BOISE, ID 83702

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CRD#: 5242920

Professional summary

Bradley Jay Christensen is a registered financial advisor currently at ASCENT RETIREMENT ADVISORS located in Boise, Idaho.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bradley has worked at 4 firms and has passed the Series 65 exam.

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. 04/2016- PRESENT board member for the make a wish foundation, non investment related, He spends approximately 5 hours per month devoted to this business. 2. 03/2018- PRESENT-Ascent Retirement Advisors- individual fixed and insurance producer offering life and annuities, He spends approximately 5 hours per month devoted to this business. 3. 02/2002-PRESENT- Cicero Corporation- board member, speechwriting/political advisory writing services, he spends approximately 5 hours a month devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Christensen'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

May 2, 2023 - Present

ASCENT RETIREMENT ADVISORS

Office #1: 475 W Main St Suite 300, Boise, ID 83702

RIA

CRD#: 325385

BOISE, ID

Past

March 1, 2018 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

Boise, ID

Past

November 15, 2016 - March 26, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

Boise, ID

Past

November 14, 2006 - December 7, 2016

YELLOWSTONE PARTNERS

RIA

CRD#: 137236

IDAHO FALLS, ID

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

Idaho
(5/2/2023)

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: 11/13/2006

Uniform Investment Adviser Law Examination

Current Firm

ASCENT RETIREMENT ADVISORS

ASCENT RETIREMENT ADVISORS | WORLDWANDERLUSTING.COM, LLC | KENOISE, LLC | CICERO CORPORATION | ASCENT RETIREMENT ADVISORS, LLC

CRD#: 325385 / SEC#:

Idaho

Registered Investment Advisory firm - (5/1/2023 Approved)

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Contact information

Main Address

475 W Main St Suite 300, Boise, ID 83702

Mailing Address

Phone number

(208) 342-0029

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 43,929,684

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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Bradley J. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENT RETIREMENT ADVISORS

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

YELLOWSTONE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2006

Current Firm

ASCENT RETIREMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASCENT RETIREMENT ADVISORS

TRUST BUT VERIFY

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