Christensen Group Financial, LLC

Ross Dahlof is a financial advisor with Christensen Group Financial, LLC in Eden Prairie, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kestra Financial Services, Inc. and Nfp Securities, Inc. prior to his current role. He is also an independent insurance agent. 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 combination of investment strategies tailored to client goals, while offering advisory services for retirement plans, including occasional discretionary fiduciary roles.

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 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 De Cock is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 licenses. He has been with Christensen Group Financial since 2022 and has prior experience at Kestra Investment Services LLC and DoorDash. Outside of his advisory role, he is involved with Christensen Group, Inc. as a retirement plan consultant. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, retirement plan consulting, and participant education, utilizing model portfolios and strategies such as modern portfolio theory and trend-following to tailor client allocations.

Joshua Johnson is a financial advisor with Christensen Group Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Christensen Group Financial in 2025, he worked at Pensionmark Securities, LLC and Pensionmark Financial Group from 2017 to 2025, as well as at several other firms including Securian Financial Services and Axa Advisors. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, non-discretionary retirement plan consulting, and financial planning with an investment approach that includes model portfolios and methods such as modern portfolio theory and momentum rules.