Ross
Dahlof

Christensen Group Financial, LLC

CRD#3116130
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Ross Dahlof is a financial advisor working out of Eden Prairie, Minnesota who has 1 year of industry experience. Dahlof is on the advisory team at Christensen Group Financial, LLC. Throughout their career, Dahlof has worked at Christensen Group Financial, LLC, Kestra Financial Services, Inc and Nfp Securities, Inc. Dahlof has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota and Texas. Christensen Group Financial, LLC is a registered investment firm operating out of Eden Prairie, MN. It administers $5 million in assets between its 16 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Christensen Group Financial, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees billed by Christensen Group Financial, LLC can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

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

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Christensen Group Financial, LLC Brokerage Details

Total Assets Under Management

$4,720,424

MN Average: $5,289,111,388
Total Number of Employees

5

MN Average: 157
Total Number of Accounts

16

MN Average: 8,262
Average Account Size

$295,026

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ross Dahlof Work History

Ross has been registered as a financial advisor for 1 years.*

2009 - Present (15 years)

Christensen Group Financial, LLC

2016 - 2022 (6 years)

Kestra Financial Services, Inc

2010 - 2016 (6 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ross Dahlof to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Christensen Group Financial, LLC

Spencer Rose
Eden Prairie, MN
Ross Dahlof
Eden Prairie, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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