SUN FINANCIAL, INC. of MIDVALE, UT is an SEC-registered investment adviser (CRD 333404). Regulatory assets under management: $217.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Shane Parker Christiansen | CEO | — |
| Connie Halverson Christiansen | CHIEF COMPLIANCE OFFICER | — |
| CHRISTIANSEN SHANE PARKER | MANAGING MEMBER, PRESIDENT | — |
| CHRISTIANSEN CONNIE HALVERSON | CHIEF COMPLIANCE OFFICER | — |