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Charles Christensen

CHRISTENSEN GROUP FINANCIAL, LLC·EDEN PRAIRIE, Minnesota
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9855 WEST 78TH STREET, EDEN PRAIRIE, MN 55344CRD# 7492527Firm CRD# 318144
01

About

Charles Christensen is a registered financial advisor based in EDEN PRAIRIE, Minnesota, affiliated with CHRISTENSEN GROUP FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHRISTENSEN GROUP FINANCIAL, LLC
CHRISTENSEN GROUP FINANCIAL, LLC
AUM
$10M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHRISTENSEN GROUP FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7492527
Firm CRD# 318144
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Christensen offer?
Charles Christensen specializes in Financial Planning, Investment Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.
What are Charles Christensen's credentials?
Charles Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Christensen located?
Charles Christensen is based in EDEN PRAIRIE, Minnesota, working with CHRISTENSEN GROUP FINANCIAL, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.
How does Charles Christensen charge for services?
Charles Christensen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHRISTENSEN GROUP FINANCIAL, LLC?
CHRISTENSEN GROUP FINANCIAL, LLC has approximately 5 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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