Spencer Lewis Rose
Investment adviser representative at Christensen Group Financial, LLC
8 yearsExperience
2 statesRegistered in
$24.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Christensen Group Financial, LLCOct 2014 to now
- Kestra Advisory Services LLCJun 2016 to Jun 2022
- Kestra Investment Services LLCJun 2014 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Christensen Group Financial, LLC
$24.8MAssets managed
270Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6430049
- Firm CRD
- 318144