A complete list of active advisors currently associated with Christensen, King & Associates Investment Services, Inc.

Warmer can help you find a great advisor at Christensen, King & Associates Investment Services, Inc. or one who fits your needs even better.

Christensen King & Associates Investment Services, Inc. provides discretionary portfolio management primarily to individual clients—including both non‑HNW and high‑net‑worth individuals—and to corporate clients, managing roughly $294 million in client assets through a nine‑advisor team. The firm charges percentage‑of‑AUM advisory fees and relies on custodians to maintain client assets and execute trades. The firm develops individualized investment policies through client discussions that consider goals, time horizon, risk tolerance and tax considerations, then implements those policies using a mix of fundamental, technical, quantitative and asset‑allocation methods across individual securities, mutual funds and ETFs. Strategies range from long‑term buy‑and‑hold to shorter‑term trading as appropriate, accounts are monitored at least quarterly, and third‑party manager analysis is used when applicable. A notable feature is the firm’s affiliation with an accounting practice: management personnel are partners in an affiliated CPA firm and devote substantial time to accounting services, and the two firms cross‑refer clients while keeping accounting and advisory services separate and separately billed. The brochure discloses this affiliation and the resulting potential conflict of interest from cross‑referrals, and states clients are under no obligation to use the affiliate’s accounting services.

To learn more about the advisors currently working at Christensen, King & Associates Investment Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.