Shane Christiansen has been CEO of Sun Financial since January 2003, is a control person of the firm and directly owns 75% or more of it.
Sun Financial, Inc. is a Midvale, UT firm with $217M under management, 380 clients and 3 advisers in one office, as of its September 2026 filing.
Shane Christiansen’s longest registration was 11 years at LPL Financial LLC (2006–2017). Before joining Sun Financial in 2024, Shane Christiansen was registered through Onedigital Investment Advisors and LPL Financial LLC.
- Presidio Wealth ManagementCurrent– present · 1 yearMidvale, UT · Adviser representative · Firm CRD 333404
- Onedigital Investment Advisors– · 7 yearsMidvale, UT · Adviser representative · Firm CRD 106766
- LPL Financial LLC– · 11 yearsMidvale, UT · Adviser representative · Firm CRD 6413
- Keeler Thomas Inc– · 1 yearOrem, UT · Adviser representative · Firm CRD 109522
- Hornor, Townsend & Kent, Inc.– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 4031
- Strategic Advisers Inc.– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Shane Christiansen is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in November 2024.
- TexasResidentSince 20 November 2024
- UtahSince 20 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 November 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 1998 |
| Series 7 | General Securities Representative Examination | 19 February 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shane Parker Christiansen
- CRD
- 3002444
- Firm
- Sun Financial · CRD 333404
- Role
- CEO
- Office
- 6967 SOUTH RIVER GATE DRIVE, SUITE 102, Midvale, UT 84047
- Registration
- Investment adviser registration
- In the industry since
- February 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Shane Christiansen work?
Shane Christiansen has been CEO of Sun Financial, Inc. since January 2003, and is a control person of the firm.
Is Shane Christiansen a financial advisor?
Yes. Shane Christiansen has a current investment-adviser registration in Texas and Utah, through Sun Financial since November 2024.
How many years of experience does Shane Christiansen have?
Shane Christiansen has 28 years in the financial industry, since February 1998, across 6 adviser firms.
What exams has Shane Christiansen passed?
Shane Christiansen has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in February 1998. FINRA credited Shane Christiansen with the SIE, which began in October 2018.
Where did Shane Christiansen work before Sun Financial?
Before Sun Financial, Shane Christiansen was registered through LPL Financial LLC, January 2006 to December 2017; Keeler Thomas Inc, February 2005 to February 2006; Hornor, Townsend & Kent, Inc., March 2003 to November 2003; Strategic Advisers Inc., April 1999 to November 2002.
Where is Shane Christiansen based?
Shane Christiansen’s registered office is in Midvale, UT.
Is Shane Christiansen registered with FINRA?
No. Shane Christiansen has no current broker registration.
How can I verify Shane Christiansen’s record?
Search CRD 3002444 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Christiansen’s full registration record.