Anthony James Christensen
Investment Adviser Representative at Statera Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony James Christensen is an investment adviser representative with Statera Wealth Management in St. George, UT, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 3 firms, including TREK Financial and MML Investors Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Statera Wealth ManagementFeb 2025 – no end date reportedSt. George, UT
- TREK FinancialMar 2016 – no end date reportedSt. George, UT
- World Equity GroupMar 2016 – Sep 2018St. George, UT
- Purshe Kaplan Sterling InvestmentsMay 2019 – Jun 2020Albany, NY
- Statera Financial LLCOct 2024 – no end date reportedSt. George, UT
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Statera Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Up to $249,9991.65%
- $250,000 to $499,9991.50%
- $500,000 to $999,9991.20%
- $1,000,000 to $2,499,9990.95%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, wealth management, personalized financial strategies, and financial education through Wealth University classes on topics relating to retirement
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. George, UT
- SEC file number:
- 801-131955
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at Statera Wealth Management
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony James Christensen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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