Michael David Christian
Advisor at EverPar Advisors LLC — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
14 years
Location
Tulsa, OK 74136
EverPar Advisors LLC
Team
Total advisors
10Clients per advisor
25 Very LowAvg AUM per client
$2,237,343 Very HighHNW client ratio
56% Very HighMichael Christian is a CFA® charterholder with 14 years of industry experience. He is currently with EverPar Advisors LLC, where he has worked since 2023, following eight years at Morgan Stanley Private Bank and nine years at Morgan Stanley. He serves as board member and secretary for the Booker T. Washington Foundation for Excellence in Tulsa, helping coordinate committee activities and oversee fund management. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm manages roughly $588 million in client assets through customized, diversified portfolios that combine fundamental, technical, cyclical, and charting analyses.
Based on EverPar Advisors LLC
Based on EverPar Advisors LLC
Financial planning services with fixed engagement fees ranging from $1,500 to $15,000
up to 1.99% annually (negotiable, based on factors such as scope, complexity, asset level, relationship)
Insurance commissions earned separately by licensed advisory persons
Account minimum: $1,000,000 Fee-only: Comprehensive portfolio management fees up to 1.99% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees from $1,500 to $15,000 per engagement
Tulsa, OK
2431 E. 61st Street, Suite 825
Tulsa OK 74136
Advisors at this office
10
Oklahoma · Texas
14 years of industry experience
EverPar Advisors LLC
2023 - Present • 3 years
Tulsa, OK
Morgan Stanley Private Bank, N.A
2015 - 2023 • 8 years
New York, NY
Morgan Stanley Private Bank, National Association
2015 - 2023 • 8 years
New York, NY
Morgan Stanley
2014 - 2023 • 9 years
Tulsa, OK
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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