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Carl Christensen

Investment adviser representative at Avion Wealth in Columbus, TX

Investment adviser registrationUpdated

Carl Christensen is an investment adviser representative at Avion Wealth, LLC, an investment adviser managing $985M, and works from its Columbus, TX office. Carl Christensen has been registered through Avion Wealth since 23 December 2014 and has 19 years in the industry across 2 firms.

19
Years in industry
11
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Carl Christensen has been an investment adviser representative at Avion Wealth since December 2014, and is not listed among the firm’s executive officers or direct owners.

Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.

Carl Christensen’s longest registration is the current one, 11 years at Avion Wealth since 2014. Before joining Avion Wealth in 2014, Carl Christensen was registered through Iaas.

  1. – present · 11 years
    Columbus, TX · Adviser representative · Firm CRD 134242
  2. Iaas
    – · 7 years
    Bellaire, TX · Adviser representative · Firm CRD 131568

Credentials and registrations

Investment adviser representative registrations

Carl Christensen is registered as an investment adviser representative in Texas, since December 2014.

  • TexasSince 23 December 2014

Examinations

No examinations are on Carl Christensen’s record.

Key facts

Full name
Carl Hoppe Christensen
CRD
5306045
Firm
Avion Wealth · CRD 134242
Office
Columbus, TX
Registration
Investment adviser registration
In the industry since
April 2007
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Carl Christensen work?

Carl Christensen is an investment adviser representative registered through Avion Wealth, LLC since December 2014, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Carl Christensen a financial advisor?

Yes. Carl Christensen has a current investment-adviser registration in Texas, through Avion Wealth since December 2014.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Carl Christensen have?

Carl Christensen has 19 years in the financial industry, since April 2007, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

Where is Carl Christensen based?

Carl Christensen’s registered office is in Columbus, TX.

Source: IAPD individual record, checked 24 October 2026

Is Carl Christensen registered with FINRA?

No. Carl Christensen has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Carl Christensen’s record?

Search CRD 5306045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Christensen’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Avion Wealth

Sources

  1. IAPD individual record, CRD 5306045, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Avion Wealth, LLC, filed 27 August 2026. Executive officers and direct owners; this person is not among them.