Brian Christensen has held the title Elected Manager & SR Vice President & Chief Investment Officer at David Vaughan Investments since September 2006, is a control person of the firm and directly owns under 5% of it. Brian Christensen holds a B.S. in Business from Eastern Illinois University and an M.B.A. from Illinois State University.
David Vaughan Investments, LLC is a Peoria, IL firm with $5.33B under management, 1,240 clients and 48 advisers across 2 offices, as of its July 2026 filing.
Brian Christensen is Senior Vice President of David Vaughan Investments. He joined DVI in 1993 and is a long-time member of its Investment Committee and a former Chief Investment Officer. Before joining the firm, he began his career at a manufacturing company in Peoria, managing short-term foreign currency exposure before transitioning to oversee the company's pension assets.
Professional designations
Listed by David Vaughan Investments
- CFA
Investment adviser representative registrations
Brian Christensen is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 1998; the most recent is Texas, in May 2022.
- FloridaSince 20 February 2008
- IllinoisSince 31 March 1998
- TexasResidentSince 26 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 February 1991 |
| Series 7 | General Securities Representative Examination | 18 November 1989 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian A Christensen
- CRD
- 1643784
- Firm
- David Vaughan Investments · CRD 105990
- Role
- Elected Manager & SR Vice President & Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- March 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dviinc.com
Where does Brian Christensen work?
Brian Christensen has held the title Elected Manager & SR Vice President & Chief Investment Officer at David Vaughan Investments, LLC since September 2006, and is a control person of the firm.
Is Brian Christensen a financial advisor?
Yes. Brian Christensen has a current investment-adviser registration in Florida, Illinois and Texas, through David Vaughan Investments since March 1998.
How many years of experience does Brian Christensen have?
Brian Christensen has 28 years in the financial industry, since March 1998, across 1 adviser firm.
What exams has Brian Christensen passed?
Brian Christensen has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1989.
Is Brian Christensen registered with FINRA?
No. Brian Christensen has no current broker registration.
Is Brian Christensen a CFA charterholder?
David Vaughan Investments lists Brian Christensen with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Brian Christensen’s record?
Search CRD 1643784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Christensen’s full registration record.
Stephen HinrichsSenior Vice President of Investment Research
Michael PriceChief Compliance Officer, Vice President of Risk Management & Corporate Secretary- Elizabeth SalmonVice President of Operations
Todd SheridanVice President
Patrick SmarjesseSenior Vice President of Relationship Management
Lawrence Williams IVElected Manager, Chairman, President & CEO
Alfredo RisiChief Operating Officer- Darrin AutryElected Manager
- Michael DewaltElected Manager
Erin DuvallChief People Officer- Andrew HoneggerElected Manager
Jeffrey HuizengaDirector of Wealth Strategies
Glenn MaxeyDirector & Senior Portfolio Manager- John McClureElected Manager
Stephanie RickettsSenior Relationship Manager & Director of Client Services- Kevin SchoepleinElected Manager
- Christopher SpearsElected Manager
- David Vaughan JRElected Manager
Mitchell ZippayDirector & Senior Accounting Manager