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Kevin Corey Christensen

Advisor at Principal Financial Services — Denver, CO

Updated today

Credentials

ChFC®, Series 66

Experience

22 years

Location

Denver, CO 80237

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,467

Across 576 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

About

Kevin Christensen is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at Principal Life Insurance Company, Waddell & Reed, Inc., and The Standard Insurance Company. Outside of his advisory work, he serves as Membership Committee Chair for the local NAIFA chapter and is a High Councilor for the Church of Jesus Christ of Latter-day Saints. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Client services

Based on Principal Financial Services

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

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

See office

Denver, CO

4600 S Syracuse, Ste 1010

Denver CO 80237

Advisors at this office

18

Most active in

Colorado · New York · Texas

Work history

22 years of industry experience

Principal Life Insurance Company

2019 - Present • 7 years

Denver, CO

Principal Securities Incorporated

2019 - Present • 7 years

Denver, CO

Waddell & Reed, Inc

2013 - 2019 • 6 years

Cottonwood Heights, UT

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2019 • 6 years

Clearfield, UT

The Standard Insurance Company

2008 - 2019 • 11 years

Clearfield, UT

Equitable Advisors

2004 - 2013 • 9 years

Salt Lake City, UT

Disclosures

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

Business activities & affiliations

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Daniel M

Series 66, Series 7

Parker, CO

High Peaks Wealth Strategies

Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Life insurance needs analysis Self-Employed Doctor or Medical Professional Pharmacist Executive Consultant

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Justin A

CFA®, Series 63

Greenwood Village, CO

OWL Creek Wealth Partners

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Self-Employed Retired Executive Approaching retirement Established Professionals Retired Intergenerational Families
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Stephanie M

CFP®, Series 66

Arvada, CO

Aspen Wealth Strategies, LLC

Stephanie Mcelheny is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Aspen Wealth Strategies, LLC and has worked previously at Raymond James Financial Services, Dunston Financial Group, PNC Investments, and Hefren Tillotson. Mcelheny is also the manager and owner of Aspen Wealth Planning LLC, an affiliated entity providing financial planning services. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm employs a primarily long-term, fundamentals-driven investment process using low-cost mutual funds and ETFs, while also incorporating derivatives and options in client strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management
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