Spencer Rose joined Christensen Group in 2014, starting on the business insurance side before moving into retirement and investment work in 2015. Today he works as a financial planner, guiding pre-retirees and retirees through the move from earning a paycheck to living off what they've saved, and he brings that same retirement education to the employees of the workplace 401(k) plans he serves. He believes money is a tool meant to serve the life you want, and his focus is on bringing clarity to the decisions that matter most.
His areas of focus include:
• Retirement income planning for individuals and families
• Investment management and portfolio construction
• Social Security claiming strategies
• Workplace 401(k) education for employees
Spencer graduated from the University of Wisconsin-Eau Claire with a B.B.A. in Economics and Actuarial Science. He holds the Certified Investment Management Analyst® (CIMA®) certification and the Qualified 401(k) Administrator (QKA®) credential, along with his Series 7 and 65 securities licenses, and is a licensed property & casualty and life & health producer.
Outside of work, Spencer enjoys traveling, reading, and spending summer days at the lake with his wife and kids.
Through intentional recruitment of leading industry talent we’ve built and retained a growing bench of specialists who will be with you throughout the life of your account.
As an independent organization, everyone on our team has the power to get creative in order to do right by our clients.
The employee owners who service your account are closely attuned to your challenges and are always ready to address them as carefully as they would their own.
Everyone on our team works together to support your account, so you get access to fresh ideas, decades of expertise and knowledgeable service at the ready.
Sometimes, a secure tomorrow requires a bit of imagination. Over the better part of a century, we’ve learned where to get to creative and where to play the numbers. Our independence allows us to leverage this specialized knowledge to get ahead of your risks and plan for the future you envision. Once we understand the nuances of your story we can bend the ear of our carriers to design and refine a solution that will deliver for you, your business, and the employees who make your success possible.
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9855 West 78th St, Suite 100
Eden Prairie, MN 55344
(800) 923-4088
© 2026 Christensen Group Insurance
