Robert Arthur Christensen
Investment adviser representative at Sage Tree Wealth
10 yearsExperience
1 stateRegistered in
$32.6MFirm assets
7 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
10 years in the industry.
- Sage Tree WealthAug 2021 to now
- Aftek FiltersAug 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sage Tree Wealth
Legal name: Sage Tree Wealth, Inc.
$32.6MAssets managed
210Clients
2Advisers
7 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
- 7454428
- Firm CRD
- 298951