Sarah I Christenson
Investment adviser representative at Creative Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Sarah I Christenson? Claim your profile
Contact this firm
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
13 years in the industry.
- Creative Planning, LLCAug 2026 to now
- Frontline Missions InternationalJun 2024 to Jul 2026
- Blue TrustNov 2021 to May 2024
- UnemployedAug 2021 to Oct 2021
- Frontline Missions InternationalMay 2021 to Jul 2021
- Alliance FrancaiseJun 2018 to Jul 2018
- Bob Jones UniversityAug 2014 to May 2021
- Kelly's Ice CreamMay 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (SC).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 7455137
- Firm CRD
- 105348