CHRISTENSEN GROUP FINANCIAL, LLC

Overview

Christensen Group Financial, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its investment activity is tilted heavily toward publicly traded equities, with a clear preference for exchange-traded securities. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as a capital allocator or an active ESG investor. Christensen Group Financial’s advisory scope includes traditional wealth management and pension consulting, which suggests a blend of individual wealth solutions and plan-level advice for smaller institutional clients. The emphasis on exchange-traded equities and mutual funds indicates a portfolio construction approach centered on liquid, publicly traded instruments rather than direct allocations to private or manager-driven alternative funds.

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