FINANCIAL ADVISOR
CallSend Me a MessageTony R Christensen
CPWA®, CEPA®, AAMS™, AFFP®
530 Sumner Ave, Humboldt, IA 50548opens in a new windowFocus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Charitable Giving
Certifications
CPWA®
Certified Private Wealth Advisor®CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™AFFP®
AFFPUSA
Team Members
- Dawn ParleAssociate Financial AdvisorFPQP®
- Lori MyersSr. Branch Office Administrator
- Amy NostromSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(515) 332-2431Fax
(888) 670-6247Office Address
530 Sumner AveHumboldt, IA 50548opens in a new window
Mailing address
Po Box 545Humboldt, IA 50548
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