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Christensen Group Financial, LLC CRD 318144
$24.8M regulatory AUM 230 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9855 West 78Th Street Suite 100, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-07 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
9855 West 78Th Street Suite 100, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 06/2022 |
| Christensen Group Financial, Llc | Eden Prairie | MN | 07/2009 | Present |
Independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-29 |
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