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CHRISTENSEN GROUP FINANCIAL, LLC

EDEN PRAIRIE, MN · CRD 318144 · IAPD ↗ · christensengroup.com · 952-653-1000

$24.8MRegulatory AUM
5Advisory reps
6Employees
230Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CHRISTENSEN GROUP FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
August 2025 — CHRISTENSEN GROUP FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — CHRISTENSEN GROUP FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.