Joshua C. Johnson

CHRISTENSEN GROUP FINANCIAL

San Antonio, TX 78258

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CRD#: 6605837

Professional summary

Joshua Cade Johnson, who also goes by Cade Johnson, is a registered financial advisor currently at CHRISTENSEN GROUP FINANCIAL, LLC located in San Antonio, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cade Johnson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Cade Johnson'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

July 1, 2025 - Present

CHRISTENSEN GROUP FINANCIAL, LLC

Office #1: 700 E. Sonterra Blvd Suite 1218, San Antonio, TX 78258

RIA

CRD#: 318144

San Antonio, TX

Past

March 17, 2023 - June 27, 2025

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Garden Ridge, TX

Past

September 13, 2017 - June 27, 2025

PENSIONMARK SECURITIES, LLC

CRD#: 283952

Garden Ridge, TX

Past

March 13, 2017 - July 25, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

SAN ANTONIO, TX

Past

August 25, 2016 - January 25, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN ANTONIO, TX

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
(7/2/2025)

IAR

Texas
(7/1/2025)

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: 3/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2016

General Securities 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 (3 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

Joshua C. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Cade Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

PENSIONMARK SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CHRISTENSEN GROUP FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2023

Series 63

Date: 10/7/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2016

Current Firm

CHRISTENSEN GROUP FINANCIAL, LLC

Contact information

SEC notice filing (3 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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