Scott M. Lichter

CHRISTENSEN GROUP FINANCIAL

Eden Prairie, MN 55344

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CRD#: 4736758

Professional summary

Scott M Lichter is a registered financial advisor currently at CHRISTENSEN GROUP FINANCIAL, LLC located in Eden Prairie, Minnesota.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Christensen Group Inc: Investment Related: Yes Address: 9855 W 78th St. Suite 100 Eden Prairie MN 55344. Nature of Business: Insurance Sales. Hours per month during trading hours: 40

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott M Lichter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 11, 2025 - Present

CHRISTENSEN GROUP FINANCIAL, LLC

Office #1: 9855 West 78th Street Suite 100, Eden Prairie, MN 55344

RIA

CRD#: 318144

Eden Prairie, MN

Past

November 30, 2011 - June 1, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

EDEN PRAIRIE, MN

Past

November 30, 2010 - October 12, 2011

LPL FINANCIAL LLC

CRD#: 6413

EDINA, MN

Past

October 16, 2009 - November 30, 2010

NRP FINANCIAL, INC.

CRD#: 103717

EDINA, MN

Past

March 23, 2007 - October 19, 2009

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

EDINA, MN

Past

January 12, 2005 - March 23, 2006

FINANCIAL TELESIS INC

CRD#: 31012

MINNEAPOLIS, MN

Past

January 29, 2004 - June 30, 2004

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHRISTENSEN GROUP FINANCIAL, LLC

CHRISTENSEN GROUP | CHRISTENSEN GROUP FINANCIAL, LLC

CRD#: 318144 / SEC#: 801-124781

RIA

Registered Investment Advisory firm - (4/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/11/2025)

IAR

Texas
(5/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/28/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHRISTENSEN GROUP FINANCIAL, LLC

CHRISTENSEN GROUP | CHRISTENSEN GROUP FINANCIAL, LLC

CRD#: 318144 / SEC#: 801-124781

RIA

Registered Investment Advisory firm - (4/28/2022 Approved)

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Contact information

Main Address

9855 West 78th Street Suite 100, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 653-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHRISTENSEN GROUP FINANCIAL, LLC - DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 18,515,437

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott M. Lichter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott M Lichter's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

NRP FINANCIAL, INC.

WOODBURY FINANCIAL SERVICES, INC.

FINANCIAL TELESIS INC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CHRISTENSEN GROUP FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2025

Series 63

Date: 3/6/2004

SIE

Date: 10/1/2018

Series 6

Date: 1/28/2004

Current Firm

CHRISTENSEN GROUP FINANCIAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHRISTENSEN GROUP FINANCIAL, LLC

TRUST BUT VERIFY

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