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Joshua Cade Johnson

Christensen Group Financial, LLC

San Antonio, TX

CRD 6605837

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Employer firm

Christensen Group Financial, LLC CRD 318144

$24.8M regulatory AUM 230 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Christensen Group Financial, Llc

9855 West 78Th Street Suite 100, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-02
TX RA APPROVED 2025-07-01
  • MN RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

700 E. Sonterra Blvd Suite 1218, San Antonio, TX 78258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 08/2016 01/2017
Securian Financial Services Inc St. Paul MN 03/2017 07/2017
Symmetry Financial Solutions San Antonio TX 03/2017 07/2017
Pensionmark Securities, Llc Santa Barbara CA 09/2017 06/2025
Pensionmark Financial Group Dba Wd Pensionmark Garden Ridge TX 08/2017 06/2025
Christensen Group Financial Eden Prairie MN 06/2025 Present
  • 08/2016 → 01/2017
    Axa Advisors, Llc
    New York, NY
  • 03/2017 → 07/2017
    Securian Financial Services Inc
    St. Paul, MN
  • 03/2017 → 07/2017
    Symmetry Financial Solutions
    San Antonio, TX
  • 09/2017 → 06/2025
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 08/2017 → 06/2025
    Pensionmark Financial Group Dba Wd Pensionmark
    Garden Ridge, TX
  • 06/2025 → Present
    Christensen Group Financial
    Eden Prairie, MN
Previous Registrations
Other Businesses

Business Name: Christensen Group Inc: Investment Related: Yes Address: 9855 W 78th St. Suite 100 Eden Prairie MN 55344. Nature of Business: Insurance Sales. Hours per month during trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2016-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2016-10-07
Other Names
  • Joshua Cade Johnson
  • Cade Johnson

View on SEC IAPD

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