Spencer
Rose
Christensen Group Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Spencer Rose is a financial advisor operating out of Eden Prairie, Minnesota who has 1 year of relevant experience. Rose currently works for Christensen Group Financial, LLC. Throughout their career, they have worked at Kestra Investment Services LLC, Eau Claire Aquatic Club, Westmoor Country Club, Uw-Eau Claire, Kestra Advisory Services LLC and Christensen Group Financial, LLC. Rose holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota and Texas. Christensen Group Financial, LLC is a registered investment business that has its headquarters in Eden Prairie, MN. It administers $5 million in assets under management between its 16 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Christensen Group Financial, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the type of financial services offered. Fee types charged by Christensen Group Financial, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Christensen Group Financial, LLC Brokerage Details
$4,720,424
5
16
$295,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Spencer Rose Work History
Spencer has been registered as a financial advisor for 1 years.*
Kestra Advisory Services LLC
Kestra Investment Services LLC
Christensen Group Financial, LLC
Eau Claire Aquatic Club
Uw-Eau Claire
Westmoor Country Club
*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 Spencer Rose 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
Eden Prairie, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
