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Ross D
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.
Spencer R
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Spencer Rose is a financial advisor at Christensen Group Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Kestra Advisory Services LLC and Kestra Investment Services LLC. Outside of his advisory role, he is involved in property management as a landlord. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management for individuals and non-discretionary retirement plan consulting, using model portfolios and investment strategies tailored to client objectives and risk tolerance.
Scott L
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.
Aaron D
Series 63, Series 65
Eden Prairie, MN
Christensen Group Financial, LLC
Aaron De Cock is a financial advisor at Christensen Group Financial, LLC with one year of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Kestra Investment Services LLC. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs investment strategies such as modern portfolio construction and momentum investing, and manages both managed accounts and large plan assets under advisement.
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