CHRISTENSEN GROUP FINANCIAL, LLC
Adviser information for CHRISTENSEN GROUP FINANCIAL, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $10.1M |
| Non-Discretionary | 0 | $0 |
| Total | 37 | $10.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $4.1M |
| HNW Individuals | 7 | $6.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 234 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 234 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-124781 |
|---|---|
| SEC ERA File Number | 801-124781 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318144 |
| Legal Entity Identifier | None |
Principal Office
9855 WEST 78TH STREETSUITE 100
EDEN PRAIRIE
MN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 952-653-1000, Fax: 952-653-1100
Websites
Chief Compliance Officer
SCOTT LICHTER
SENIOR RETIREMENT PLAN CONSULTANT
9855 WEST 78TH STREET
SUITE 100
EDEN PRAIRIE
MN
United States
Tel:
952-653-1000
Fax:
952-653-1100
S*******@**************M
(Full email address available in API data)
Regulatory Contact
ROSS C. DAHLOF
PRESIDENT, RETIREMENT PLANS
9855 WEST 78TH STREET
SUITE 100
EDEN PRARIE
MN
United States
Tel:
952-653-1071
R******@**************M
(Full email address available in API data)
Industry Affiliates
| CHRISTENSEN GROUP INSURANCE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LICHTER, SCOTT, M | Individual | – | CCO | 12/2021 | < 5% |
| CHRISTENSEN GROUP INC. | Domestic Entity | – | SOLE MEMBER | 12/2021 | > 75% |
| Christensen, Charles | Individual | – | CFO | 12/2021 | < 5% |
| INSURANCE RESOURCES INTERNATIONAL INC. | Domestic Entity | CHRISTENSEN GROUP INC. | OWNER | 08/2013 | > 75% |
| DAHLOF, ROSS, CHRISTIAN | Individual | – | PRESIDENT | 12/2021 | < 5% |