Christensen Group Financial, Llc
- Regulatory AUM
- $24.8M
- Discretionary
- $24.8M
- Clients
- 270
- Avg AUM / client
- $91.9K
- Accounts
- 94
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $5.6M | 22.5% |
| High net worth individuals | 15 | $19.2M | 77.5% |
| Pension and profit sharing plans | 230 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christensen, Charles | Cfo | Dec 2021 (5y) | Less than 5% | |
| Ross Christian Dahlof | President | Dec 2021 (5y) | Less than 5% | |
| Scott M Lichter | Cco | Dec 2021 (5y) | Less than 5% | |
| Spencer Lewis Rose | Registered representative | Jun 2022 (4y) | ||
| Joshua Cade Johnson | Registered representative | Jul 2025 (1y) | ||
| Aaron Patrick De Cock | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Christensen Group Inc. | Sole Member | Dec 2021 | A | 75% or more |
| Insurance Resources International Inc. | Owner | Aug 2013 | B | ≈ 56.25% – 100% via Christensen Group Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Insurance Resources International Inc.: 75% – 100% of Christensen Group Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (54)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Arrt 401(k) And Retirement Plan | The American Registry Of Radiologic Technologists | 150 | $25.4M | 10/01/2024 |
| Corval Group Companies Retirement Plan | Corval Group, Inc. | 205 | $44.1M | 10/01/2024 |
| Katun Corporation Employee Retirement Benefit And Savings Plan | Katun Corporation | 95 | $32.2M | 01/01/2024 |
| Lifeline Foods 401(k) Retirement Plan | Lifeline Foods, Llc | 210 | $8.2M | 01/01/2024 |
| Heartland Realty Investors, Inc. Profit Sharing Plan & Trust | Heartland Realty Investors, Inc. | 119 | $8.1M | 01/01/2024 |
| Cyberoptics Corporation Retirement Savings Plan | Cyberoptics Corporation | 0 | $0 | 01/01/2024 |
| Minnwest Corporation 401(k) Plan | Minnwest Corporation | 404 | $72.5M | 01/01/2024 |
| Advanced Web Technologies, Inc. 401(k) Plan | Advanced Web Technologies, Inc. | 542 | $32.2M | 01/01/2024 |
| Flagstone Foods 401(k) Plan | Wizards Nuts Inc. | 1,091 | $26.7M | 01/01/2024 |
| Vessco Inc Retirement Plan | Vessco, Inc. | 1,264 | $182M | 01/01/2024 |
| Standard Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan | Standard Heating & Air Conditioning, Inc. | 117 | $21.4M | 01/01/2024 |
| Valley Cartage Company, Inc. 401(k) P/S Plan | Valley Cartage Company, Inc. | 53 | $4.8M | 01/01/2024 |
| Silvercrest Properties 401(k) Profit Sharing Plan | Silvercrest Properties, Llc | 543 | $5.7M | 01/01/2024 |
| Mains'l Services, Inc. 401(k) Retirement Savings Plan | Mainsl Services, Inc. | 716 | $14.3M | 01/01/2024 |
| Woodland Centers Employees 401(k) Plan | Woodland Centers | 229 | $15.4M | 01/01/2024 |
| 3 P Processing Llc 401(k) Plan | 3 P Processing Llc | 175 | $5.0M | 01/01/2024 |
| Wenger Corporation Retirement Savings Plan | Wenger Corporation | 557 | $108M | 01/01/2024 |
| Prince Industries, Inc. 401(k) Profit Sharing Plan | Prince Industries Llc | 350 | $19.8M | 01/01/2024 |
| Viking Plastics 401(k) Plan & Trust | Vpi Acquisition Corp. D/B/A Viking Plastics | 156 | $13.0M | 01/01/2024 |
| Air Mechanical, Inc. 401(k) & Profit Sharing Plan | Air Mechanical, Inc. | 154 | $6.1M | 01/01/2024 |
| Bright Health Management, Inc. 401(k) Plan | Bright Health Management, Inc. | 403 | $50.7M | 01/01/2024 |
| Sportech, Llc 401(k) Plan | Sportech, Llc | 372 | $22.4M | 01/01/2024 |
| Icario, Inc. 401(k) Plan | Icario, Inc. | 200 | $20.4M | 01/01/2024 |
| Twin Cities Spine Center 401(k) Profit Sharing Plan And Trust | Twin Cities Spine Center | 115 | $39.5M | 01/01/2024 |
| Options Minnesota, Inc. 401(k) Plan | Options Minnesota, Inc. | 302 | $4.1M | 01/01/2024 |
Top 25 of 54 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $24.8M (100% of AUM) Mar 2026
- Altruist Financial $24.8M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗