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Christensen Group Financial, LLC

Christensen Group Financial, LLC. CRD 318144

C

CRD: 318144

Christensen Group Financial, LLC

Eden Prairie, MN, 55344
9526531000
www.christensengroup.com
$24.8M Total AUM
$24.8M Disc. AUM
73.9% 3Y CAGR
6 Employees
500 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail and Institutional
Platforms
--
Established Date
12-01-2021
Office Locations
2

Office Locations

700 E. Sonterra Blvd Suite 1218 SAN Antonio TX
9855 West 78th Street Suite 100 Eden Prairie MN

About Christensen Group Financial, LLC

Christensen Group Financial, LLC (Eden Prairie, MN) provides planning-led advice for business owners, entrepreneurs, and retirees, pairing investment planning with insurance and risk management. The Christensen Group is a 100% employee-owned independent brokerage with 70+ years of history and relationships with 100+ carriers. Portfolios are largely ETF-based; custody relationships include Altruist.

Team overview

38 AVG AGE
$5.0M AVG AUM / ADVISOR
$49.6K AVG AUM / CLIENT
2.5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Radial

Client Personas

Insight

Custodian

Ember oak Vertex

Investment Themes

Beacon glacier Quantum

Investment Vehicles

Pioneer

Platform

Radial eagle

Services

Catalyst crest Value glacier Beacon unison Summit vector Quantum Ridge Vertex Prime

Owner & Executives

C

Charles Christensen

Advisor, Chief Financial Officer

CRD
--
Ownership
Less than 5%
(499) 310-4678
capital.prime@valuecapital.com
in linkedin.com/in/bridge-glacier
ROSS CHRISTIAN DAHLOF

ROSS CHRISTIAN DAHLOF

President

CRD
#3116130
Ownership
Less than 5%
(237) 633-4622
alpha.vital@matrixcapital.com
in linkedin.com/in/optima-pioneer
M

Momentum prime

Harbor foundation ridge

CRD
#37918
Ownership
9.1%
(395) 507-4837
foundation.legacy@elementcapital.com
in linkedin.com/in/harbor-pioneer

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Contacts

A

Aaron Patrick DeCock

--

CRD
#7321184
(264) 859-2425
pioneer.zenith@elementcapital.com
in linkedin.com/in/fusion-vertex
J

Joshua Cade Johnson

--

CRD
#6605837
(702) 849-4882
summit.summit@embercapital.com
in linkedin.com/in/optima-harbor
R

Radial fusion

Wave signal crest

CRD
#52955
(988) 832-6405
unison.insight@vertexcapital.com
in linkedin.com/in/vertex-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-03-2022
03-23-2023
12-16-2024
11-03-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $24,816,321 $264,003
Non-Discretionary $0 --
Total $24,816,321 $264,003

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Separately Managed Accounts

Total SMA Asset: $24,816,321

$24.8M Total SMA
Equity - Exchange:
48.2%
Cash:
51.8%
Asset class Assets Assets %
Equity - Exchange $2,894,454,933 48.2%
Cash $3,110,638,288 51.8%
Total $6,005,093,221 100.0%

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