← Directory
CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144File 801-124781
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.8M
Bottom 25% of cohort (national)
Discretionary AUM
$24.8M
Clients
270
94 accounts
Employees
6
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 28, 2022
- Principal office
- 9855 WEST 78TH STREET, SUITE 100, EDEN PRAIRIE, MN, 55344
- Phone
- 952-653-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.8M
- Discretionary AUM
- $24.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 94
- Non-discretionary accounts
- 0
- Total accounts
- 94
- AUM per client
- $92K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $19.2M |
| Pension and profit sharing plans | 230 | Not reported |
| Individuals (other than high net worth individuals) | 25 | $5.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $18,515,437 | $24,816,321 | increased by$6,300,884 |
| Apr 1, 2026 | Accounts | 78 | 94 | increased by16 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 224 | 270 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,689,102 | $18,515,437 | increased by$16,826,335 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 78 | increased by68 |
| Sep 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2022 | AUM | $0 | $1,689,102 | increased by$1,689,102 |
| Sep 1, 2022 | Accounts | 0 | 10 | increased by10 |
| May 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHRISTENSEN GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHRISTENSEN GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.