Profil
Mr. John Christensen is Financial Advisor at Blue Creek Investment Partners LLC.
He has considerable experience providing 401k and retirement plan benefits for businesses, but, as a CERTIFIED FINANCIAL PLANNER, his primary focus is on financial planning and investing for families, business owners, executives, and professionals.
Mr. Christensen began his career in financial services as a Trust Administrator and Document Review Specialist for National Advisors Trust, FSB in Overland Park, Kansas.
During his time there, he was exposed to many great financial planning firms and learned a great deal about successful intergenerational wealth transfers.
Later, in his work as a Strategic Advisor for a regional trust company, he helped business owners, executives, and professionals chart their financial goals and track their progress over time.
In addition to his client-service work, he makes time to serve his community.
He is a member of the Kansas City Rotary Club 13, the Donald H.
Chisholm Planned Giving Council of Children's Mercy Hospitals and Clinics, and the Kansas State Treasurers 529 Advisory Board.
Mr. Christensen earned his Bachelor of Arts at Hastings College with a double major in Business Administration and Economics.
He later received a Juris Doctorate and Certificate in Entrepreneurial Law from the University of Tulsa College of Law.
Anciens postes connus de John Christensen
| Sociétés | Poste | Fin |
|---|---|---|
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
 Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Corporate Officer/Principal | 31/03/2011 |
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Corporate Officer/Principal | - |
| Newton, O'Connor, Turner & Ketchum PC | Corporate Officer/Principal | 31/12/2004 |
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Gestionnaire de Portefeuille-Actions | - |
Formation de John Christensen
| Hastings College | Undergraduate Degree |
| The University of Tulsa | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Finance |
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
| Newton, O'Connor, Turner & Ketchum PC | |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Finance |
