Christensen Group Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,816,321
Clients
40
Advisors
5
across 2 offices
About
Christensen Group Financial serves individual investors, including high net worth clients, and employer‑sponsored retirement plans, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting and education. The firm provides non‑discretionary plan advisory services to plan sponsors and may act in a fiduciary capacity under certain plan engagements.
The firm’s investment work is tailored to client objectives and risk tolerances and may be implemented using model portfolios sourced from unaffiliated managers and a model marketplace platform. Investment approaches disclosed include modern portfolio construction and long‑term purchases, and the firm also uses trend‑following (momentum) strategies as part of its toolkit; it monitors accounts at least quarterly and provides plan participant education and benchmarking for plan sponsors.
What distinguishes Christensen Group Financial from many peers is the scale of its retirement plan practice relative to its discretionary AUM: the firm reports modest regulatory AUM while advising on several billion dollars in plan assets under advisement, and it makes use of a third‑party model marketplace and bundled platform program that can create platform incentives. The firm is affiliated with an insurance entity and some advisory personnel are licensed to sell insurance products, a potential conflict of interest the brochure discloses alongside its platform‑related economic arrangements.
Client services
Expertise
Fee options
Retirement plan consulting fixed fee between $1,000 and $100,000
$0 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000+: 0.50%
Account minimum: $3,000 annual minimum fee Minimum fee: Annual minimum fee of $3,000 for portfolio management services Fee-only: One-time initial financial planning fee of $3,000
Main office
See office9855 West 78th Street, Suite 100
Eden Prairie MN 55344
Advisors at this office
4
Offices (2)
Most active in
Louisiana · Minnesota · Texas
Also doing business as
Christensen Group · Christensen Group Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ross D
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.
Spencer R
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Spencer Rose is a financial advisor at Christensen Group Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Kestra Advisory Services LLC and Kestra Investment Services LLC. Outside of his advisory role, he is involved in property management as a landlord. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management for individuals and non-discretionary retirement plan consulting, using model portfolios and investment strategies tailored to client objectives and risk tolerance.
Scott L
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.
Aaron D
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Aaron De Cock is a financial advisor at Christensen Group Financial, LLC with one year of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Kestra Investment Services LLC. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs investment strategies such as modern portfolio construction and momentum investing, and manages both managed accounts and large plan assets under advisement.
Joshua J
Series 63, Series 65
San Antonio, TX
Christensen Group Financial, LLC
Joshua Johnson is a financial advisor at Christensen Group Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Pensionmark Securities and Pensionmark Financial Group for eight years and has experience with several other firms. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using model portfolios and a combination of modern portfolio construction and trend-following strategies tailored to client objectives.
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