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9855 West 78Th Street Suite 100, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-03 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
9855 West 78Th Street Suite 100, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services Llc | Minnetonka | MN | 06/2014 | 06/2022 |
| Kestra Advisory Services Llc | Minnetonka | MN | 06/2016 | 06/2022 |
| Christensen Group Financial, Llc | Eden Prairie | MN | 10/2014 | Present |
Business Name: Spencer Rose Investment Related: Yes Address: 1401 6th St NE Minneapolis MN 55413 Nature of Business: Real Estate Position, Title or Relationship: Landlord/property owner Start Date: 6/29/2018 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My duties will be those of any landlord. Collecting rent, managing the property including all maintenance and repairs. This will include an enforceable lease for the new tenant after the current tenant is provided 30 days notice to vacate. Independent Insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-28 |
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