Brent D Christensen
Investment adviser representative at Portside Wealth Group, LLC
14 yearsExperience
3 statesRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- Aventus WealthMar 2019 to now
- Townsquare CapitalFeb 2020 to Jun 2023
- Fidelity InvestmentsDec 2012 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (NH, TX, UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 6147195
- Firm CRD
- 325175