James Christian

Owner/Financial Advisor

Jim Christian graduated from the University of Minnesota and has been serving the community as a financial advisor since 1987. Jim is Series 7, Series 63 and Series 24 licensed serving clients in 16 states.  Jim has earned several professional rigorous designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP).  He earns 40-80 hours per year of continuing education well beyond the 15 hour per year requirement.  These designations and ongoing education provide a wealth of current and practical information to better serve clients. 

Jim is actively involved in the Lakeville Rotary Club and was President from 2013-2014.  Since 1988 he has been a member of the Society of Financial Service Professionals where he served as President of the Twin Cities Chapter 1997-1999 and National FSP President 2014-2015. He and Julie have 2 grown children, Tyler and Hannah (husband Luke), and after 25 years in Webster, MN now live in northern Apple Valley.