Christiansen Asset Management LLC

Christiansen Asset Management provides fee-based investment advisory and custom portfolio management for individuals, couples, retirees, professionals and retirement accounts. The firm focuses on publicly traded stocks, bonds, CDs, ETFs and mutual funds and manages individual, joint and IRA accounts with assets custodied at a national brokerage.

The advisor employs a mix of charting, fundamental, technical and cyclical analysis, drawing on public financial media and brokerage research, and generally favors a long-term investment approach with quarterly account reviews by phone or in person. Most accounts are managed on a discretionary basis, and the brochure emphasizes client-first practices while noting that the advisor may own securities recommended to clients and that investment risk is not guaranteed away.

A noteworthy aspect of the firm is that it also operates an affiliated health insurance brokerage, doing business as Christiansen Insurance Services, with resident and numerous non-resident insurance licenses and a focus on Medicare and under‑65 individual health plans. Insurance sales are conducted separately from the advisory business and are compensated by commissions from insurers; some advisory clients are also insurance customers, a relationship disclosed in the brochure.