CHRISTENSEN GROUP FINANCIAL, LLC

9855 West 78th Street
Suite 100
Eden Prairie, Minnesota 55344
Tel: 952-653-1000

About CHRISTENSEN GROUP FINANCIAL, LLC

CHRISTENSEN GROUP FINANCIAL, LLC, formally registered with the SEC as CHRISTENSEN GROUP FINANCIAL, LLC. The firm was established in 04/28/2022. They have over 1 offices throughout the country.

CHRISTENSEN GROUP FINANCIAL, LLC is a Eden Prairie, Minnesota based Financial Planning firm with nearly $10,079,796 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318144
SEC#	801-124781
Assets Managed by Firm	$10,079,796
No. of Clients	37
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$10,079,796
Individuals (other than high net worth individuals)	17	$4,076,546
High net worth individuals	7	$6,003,250

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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