Christensen Group Financial, LLC

EST. AUM
$24,816,321

CONTACTS
2

CLIENT ACCOUNTS
94

Firm Details

Metro area Minneapolis
CRD Number 318144
Website christensengroup.com
Client types

Overview

Christensen Group Financial, LLC is the investment advisory arm of Christensen Group Insurance, delivering fiduciary-driven retirement plan consulting and investment advisory services. As a fee-focused RIA, it serves plan sponsors and individual clients, offering plan-level analysis, fund selection guidance, and educational initiatives. Backed by its established insurance affiliate, the firm integrates deep ERISA and benefits expertise with investment planning to deliver holistic retirement and fiduciary solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Christensen Group Financial, LLC

Platform Details

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Address

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