SourcingSourcing

CHRISTENSEN GROUP FINANCIAL, LLC

C30
CRD 318144·SEC 801-124781·EDEN PRAIRIE, MN
AUM
$24.8M
<$25M
Est. Revenue
$248K
@ 1% on AUM
Est. EBITDA
$74K
@ 30% margin
Est. Deal Value
$596K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHRISTENSEN GROUP FINANCIAL, LLC
CRD
318144
SEC file #
801-124781
EIN
—
DBA names
—

Economics

AUM
$24.8M
AUM band
<$25M
AUM trajectory
'23'26
$1.7M → $24.8M▲ +1369%
Client mix
Pension Profit Sharing Plans230
Individuals Other25
Individuals High Net Worth15

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
4 advisors → 5 advisors▲ +25%
Primary office
EDEN PRAIRIE MN
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
christensengroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTENSEN GROUP INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CHRISTENSEN GROUP INC.
Christensen, Charles
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHRISTENSENGROUP.COM
Rdap Domain Creation Date
2010-05-23T20:06:12Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
56
Form 5500 Total Compensation
1,392,099
Form 5500 Compensation Trajectory 3y
20251,290,849
2026101,250
Form 5500 Plan Count Trajectory 3y
202551
20265
Schedule C Total Compensation
1,392,099
Schedule C Service Provider Rows
56

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2488
Soi Zip Pct 200k Plus
0.0761
Soi Zip Returns 200k Plus
630
Soi Zip Total AGI
767,705
Fdic Zip Total Deposits
38,192,304,000
Fdic Zip Branch Count
408
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
First National Bank of WayzataEden Prairie, MN
The First State Bank of Eden PrairieEden Prairie, MN
Fdic Zip HHI
1293.36
Fdic Zip Top Bank Share Pct
26.88
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-23T20:06:12Z
Rdap Domain Last Changed
2026-03-24T06:39:20Z
Rdap Nameservers
Ns31.worldnic.comNs32.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,691
Returns1,780
Stub 2
AGI73,950
Returns1,950
Stub 3
AGI90,351
Returns1,470
Soi Zip Total Business Income
25,657
Soi Zip Total Cap Gains
41,504
Soi Zip Total Dividends
29,559
Soi Zip Total Returns
8,280
Trust Company Affiliate
No

People (6)

6
DAHLOF, ROSS, CHRISTIAN
IAR · Executive Officer · 2.5%
3116130
LICHTER, SCOTT, M
IAR · Executive Officer · 2.5%
4736758
Christensen, Charles
Executive Officer · 2.5%
7492527
SPENCER LEWIS ROSE
IAR
6430049
Joshua Cade Johnson
IAR
6605837
Aaron Patrick DeCock
IAR
7321184