About Christensen Group Financial, LLC
<p>Employee ownership is a defining feature at Christensen Group Financial, LLC: the firm is part of the Christensen Group and is 100% employee-owned. Founded in 1952, it has grown into an advisor firm with 337 employees.</p> <p>Headquartered in Eden Prairie in the Minneapolis–Saint Paul metro, Christensen Group Financial works with both individuals and businesses on retirement and investment planning. The firm focuses on fiduciary advice and builds plans around each client’s goals, time horizon, and risk tolerance.</p> <p>Christensen Group Financial supports clients across multiple states through a nationwide presence. Its employee-owned structure is a practical differentiator, aligning the firm’s long-term decision-making with ongoing client relationships rather than outside shareholders.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for individuals and business owners</li> <li>Retirement plan consulting and ongoing plan support</li> <li>Investment planning and portfolio guidance</li> <li>Fiduciary-focused plan recommendations and reviews</li> <li>Planning for long-term goals, including retirement readiness</li> </ul>
Website: https://www.christensengroup.com/
Founded: 1952
Employees: 337
Office Locations
- Eden Prairie, MN (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $18.5M
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| PAYCHEX POOLED EMPLOYER 401(K) PLAN | PAYCHEX RETIREMENT LLC, NY | $1.8B | 621,703 |
| SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | SUNBELT RENTALS, INC., SC | $1.2B | 18,710 |
| SINCLAIR, INC. 401(K) RETIREMENT SAVINGS PLAN | SINCLAIR, INC., MD | $672M | 7,072 |
| PRINCIPAL EASE 401(K) PLAN | PRINCIPAL LIFE INSURANCE COMPANY, IA | $651M | 161,040 |
| RPC, INC. RETIREMENT SAVINGS PLAN | RPC, INC., FL | $326M | 2,411 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $181M | 2,221 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $119M | 6,775 |
| 401(k) Retirement Plan | Professional Services Sponsor, WA | $109M | 1,116 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $108M | 557 |
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