Phillip Richard Christenson
Investment adviser representative at Phillip James Financial Co.
16 yearsExperience
1 stateRegistered in
CFADesignation
$222.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Phillip James Financial Co.Nov 2022 to now
- Phillip James Consulting Co.Jul 2010 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Phillip James Financial Co.
Legal name: Phillip James Consulting Co.
$222.1MAssets managed
114Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5082883
- Firm CRD
- 168228