Phillip Christenson has been Chief Executive Officer / Chief Compliance Officer of Phillip James Consulting since June 2013, is a control person of the firm and directly owns between 50% and 75% of it. Phillip Christenson holds a Degree in Finance and Accounting from the University of St. Thomas.
Phillip James Consulting Co. is a Plymouth, MN firm with $222M under management, 114 clients and 2 advisers in one office, as of its March 2026 filing.
Phillip R. Christenson is co-founder of Phillip James Financial. He and co-founder James Sexton form the core of the wealth management team. After graduating, he worked at a hedge fund and at a boutique wealth management firm serving high-net-worth clients.
- Phillip James Financial Co.Current– present · 3 yearsPlymouth, MN · Adviser representative · Firm CRD 168228
Professional designations
Listed by Phillip James Consulting
- CFA
Investment adviser representative registrations
Phillip Christenson is registered as an investment adviser representative in Minnesota, since November 2022.
- MinnesotaSince 25 November 2022
Examinations
No examinations are on Phillip Christenson’s record.
- Full name
- Phillip Richard Christenson
- CRD
- 5082883
- Firm
- Phillip James Consulting · CRD 168228
- Role
- Chief Executive Officer / Chief Compliance Officer
- Office
- 3675 PLYMOUTH BOULEVARD, SUITE 110, Plymouth, MN 55446
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- phillipjamesfinancial.com
Where does Phillip Christenson work?
Phillip Christenson has been Chief Executive Officer / Chief Compliance Officer of Phillip James Consulting Co. since June 2013, and is a control person of the firm.
Is Phillip Christenson a financial advisor?
Yes. Phillip Christenson has a current investment-adviser registration in Minnesota, through Phillip James Consulting since November 2022.
How many years of experience does Phillip Christenson have?
Phillip Christenson has 12 years in the financial industry, since September 2014, across 1 adviser firm.
Where is Phillip Christenson based?
Phillip Christenson’s registered office is in Plymouth, MN.
Is Phillip Christenson registered with FINRA?
No. Phillip Christenson has no current broker registration.
Is Phillip Christenson a CFA charterholder?
Phillip James Consulting lists Phillip Christenson with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Phillip R. Christenson, CFA biography, phillipjamesfinancial.com
How can I verify Phillip Christenson’s record?
Search CRD 5082883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Christenson’s full registration record.
