Connie Christiansen is a control person of Sun Financial and directly owns under 5% of it.
Sun Financial is an investment adviser based in Midvale, UT, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $217 million, as filed on 18 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6215721
- Firm
- Sun Financial · CRD 333404
- Role
- Chief Compliance Officer
- In role since
- September 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Midvale, UT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Connie Christiansen work?
Connie Christiansen has been Chief Compliance Officer of Sun Financial, Inc. since September 2024, and is a control person of the firm.
How can I verify Connie Christiansen’s record?
Connie Christiansen’s role is listed on Sun Financial, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 333404.