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President, Director, Chief Compliance Officer · Sage Financial Advisors Inc.

Kelly A. Christensen

CRD 2254214 · Named on Form ADV at one SEC-registered adviser

At a glance

Sage Financial Advisors Inc., an SEC-registered wealth manager based in Scottsdale, AZ with $270 million in regulatory assets, lists Kelly A. Christensen on its Form ADV as President, Director, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.