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Andrew Scott Christensen

Advisor at STIFEL — Oroville, CA

Updated today

Credentials

CFP®

Experience

1 year

Location

Oroville, CA 95965

STIFEL logo

STIFEL

Institution

Total advisors

3,356

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Andrew Christensen is a CFP® with one year of experience currently with Stifel. He previously worked at Lido Advisors, Pure Financial Advisors, and has a background that includes hospitality and education roles. Outside of his financial advisory work, Christensen serves as a chauffeur and resort driver for Fairmont Raffles International Hotel in the San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Oroville, CA

1891 Robinson Street

Oroville CA 95965

Advisors at this office

1

Most active in

California

Work history

1 year of industry experience

STIFEL

2026 - Present • 1 year

Oroville, CA

Lido Advisors, LLC

2024 - 2026 • 2 years

San Diego, CA

Pure Financial Advisors, LLC

2022 - 2024 • 2 years

San Diego, CA

San Diego State University

2020 - 2023 • 3 years

San Diego, CA

Noble House Resorts

2020 - 2022 • 2 years

San Diego, CA

Rosewood Hotels

2019 - 2020 • 1 year

Montecito, CA

Poway Unified School District

2017 - 2021 • 4 years

San Diego, CA

Westview High School

2017 - 2018 • 1 year

San Diego, CA

BurgerFi

2016 - 2017 • 1 year

Leesburg, VA

Riverside High School

2014 - 2017 • 3 years

Leesburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Arthur G

CFP®, Series 66

Oroville, CA

Atlas Financial LLC

Arthur Garcia is a CFP® certificant and Series 66 licensee with 20 years of industry experience. He is currently affiliated with Atlas Financial LLC and has held roles at several firms, including Pacific Financial Strategies, Inc. and Quantum Wealth Advisors LLC. Garcia is also an insurance agent with Atlas Health Insurance Solutions in Oroville, CA. Atlas Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management based on individualized Investment Policy Statements, and regularly conducts educational seminars and workshops for the public.

General retirement planning Annuities Wealth management
user avatar

Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Michelle Lynn C

Series 66

Oroville, CA

Edward Jones

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lisa R

Series 66

Oroville, CA

Edward Jones

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner

Alexis G

Series 66

Oroville, CA

Edward Jones

Alexis Giordano is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at Wells Fargo Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated capabilities.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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