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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest beacon
- Established Date
- 12-02-1998
- Office Locations
- 1
Office Locations
About Christiansen Asset Management LLC
Christiansen Insurance Services (CIS) is a two-generation, Wisconsin-based independent agency focused on Medicare and health insurance guidance for individuals turning 65 and self-employed professionals. The firm emphasizes transparent, carrier-neutral recommendations and efficient enrollment support, with no-cost consultations, and serves clients across WI and multiple other states. Public profile data also lists an affiliated asset management offering with portfolios primarily allocated to ETFs.
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Owner & Executives
CLARENCE MARTIN CHRISTIANSEN II
Chief Executive Officer, President
- CRD
- #1350764
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,257,706 | -- |
| Non-Discretionary | $131,546 | -- |
| Total | $5,389,252 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,389,252
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $961,635,259 | 35.8% |
| Cash | $881,051,299 | 32.8% |
| Public Funds | $843,445,450 | 31.4% |
| Total | $2,686,132,008 | 100.0% |