Brad Christiansen

Financial Advisor

Brad has been in the financial services industry since 1995, joining our group in 1997. He holds Series 7, 9, 10 and 63 securities licenses and life, health and variable annuities insurance licenses. Brad earned a bachelor’s degree in business administration and an MBA from the University of Minnesota.

Q & A with Brad

What drives your passion as a wealth manager?
I never get tired of hearing from long-time clients that the services we provide enhance the quality of their family’s lives.

How do your work and life experiences benefit your clients?
As a former financial analyst, the analytical skills I developed help me model our clients’ financial plans. Our planning approach is truly custom. By knowing our clients, we can model complex financial planning scenarios that off-the-shelf tools cannot. Our investment approach is systematic and disciplined. Our clients gain confidence from knowing they have trusted, knowledgeable advisors guiding their wealth through all the stages of their lives.

How would you describe your ideal client relationship?
A client that desires a team of financial advisors with a deep knowledge of planning, investment management, and custom solutions aimed at unique situations. A long-term, transparent relationship where a client feels comfortable telling us what works and does not work for them.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299