Anthony Christensen has been Founding Partner/CCO of Reach Wealth Management since January 2025, is a control person of the firm and directly owns under 5% of it. Anthony Christensen holds a Business degree with an emphasis in Finance from Dixie State University.
Reach Wealth Management LLC is a St. George, UT firm with $185M under management, 230 clients and 4 advisers in one office, as of its May 2026 filing.
Tony Christensen is Founding Partner of Statera Wealth. Since 2009, he has worked with clients on financial planning, with a primary focus on helping individuals transition into and navigate their retirement years.
Anthony Christensen’s longest registration was 9 years at Trek Financial (2016–2025). Before joining Reach Wealth Management in 2025, Anthony Christensen was registered through Trek Financial and MML Investors Services, LLC.
- Statera Wealth ManagementCurrent– present · 1 yearSt. George, UT · Adviser representative · Firm CRD 333710
- Trek Financial– · 9 yearsSt. George, UT · Adviser representative · Firm CRD 109376
- MML Investors Services, LLC– · 4 yearsSt. George, UT · Adviser representative · Firm CRD 10409
Professional designations
Listed by Reach Wealth Management
- Chartered Financial Consultant® (ChFC®)
- Certified Financial Planner® (CFP®)
Investment adviser representative registrations
Anthony Christensen is registered as an investment adviser representative in 2 states. The first approvals date from February 2025; the most recent is Texas, in July 2025.
- TexasSince 22 July 2025
- UtahSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 January 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 January 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Anthony James Christensen
- CRD
- 5709608
- Firm
- Reach Wealth Management · CRD 333710
- Role
- Founding Partner/CCO
- Office
- 912 W. 1600 S., ST. B201, St. George, UT 84770
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- staterawealth.com
Where does Anthony Christensen work?
Anthony Christensen has been Founding Partner/CCO of Reach Wealth Management LLC since January 2025, and is a control person of the firm.
Is Anthony Christensen a financial advisor?
Yes. Anthony Christensen has a current investment-adviser registration in Texas and Utah, through Reach Wealth Management since February 2025.
How many years of experience does Anthony Christensen have?
Anthony Christensen has 16 years in the financial industry, since January 2010, across 3 adviser firms.
What exams has Anthony Christensen passed?
Anthony Christensen has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in December 2009. FINRA credited Anthony Christensen with the SIE, which began in October 2018.
Where did Anthony Christensen work before Reach Wealth Management?
Before Reach Wealth Management, Anthony Christensen was registered through MML Investors Services, LLC, September 2011 to March 2016.
Where is Anthony Christensen based?
Anthony Christensen’s registered office is in St. George, UT.
Is Anthony Christensen registered with FINRA?
No. Anthony Christensen has no current broker registration.
Is Anthony Christensen a CFP?
Reach Wealth Management lists Anthony Christensen with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Anthony Christensen’s record?
Search CRD 5709608 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Christensen’s full registration record.
