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Nathan Graham Christensen

Investment adviser representative at Capita Financial Network, LLC
4 yearsExperience
1 stateRegistered in
$2.3BFirm assets
8 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

4 years in the industry.

  1. Capita Financial Network, LLCAug 2024 to now
  2. Fidelity InvestmentsMay 2020 to now
  3. Waterquest CorpFeb 2020 to May 2020
  4. Northwestern MutualApr 2019 to Jan 2020
  5. Lds Business CollegeDec 2018 to Apr 2019
  6. Mrs. Cavanaughs Chocolate FactorySep 2018 to Dec 2018
  7. Church of Jesus Christ of Latter Day SaintsAug 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (UT).

Capita Financial Network, LLC

$2.3BAssets managed
2,888Clients
37Advisers
8 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
7112196
Firm CRD
290558
Advisor's SEC record (opens in a new tab)
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