Kelly Christensen

Kelly Christensen

Financial Professional

Kelly P. Christensen is a financial professional. Kelly has over ten years of industry experience. He holds life and health insurance licenses in the state of Iowa, along with Financial Industry Regulatory Authority (FINRA) securities registrations 6 and 63.

Kelly has helped business owners and executives, as well as individuals and families, in numerous areas, including: wealth accumulation; wealth transfer; exit planning; retirement income; and estate planning.  As a core practice, he strives to bring perspective to clients by helping each of them see different alternatives to reaching stated financial goals, then working with each client to help them implement strategic solutions to achieve that goal.

Outside of his duties with the firm, Kelly serves as a director with First Maxfield Mutual Insurance Association in Denver, IA, and  is a member of the Cedar Valley chapter of the National Association of Insurance and Financial Advisors (NAIFA).  His other activities and civic pursuits include:  Rotary Club of Cedar Falls; Junior Achievement volunteer; and a recently-completed term on both the Pastoral and Finance Councils at St. Patrick Catholic Church in Cedar Falls.  He is also a regular contributor to the Cedar Valley Business Monthly.

Kelly is a graduate of both Waldorf College with an A.A. in Business, and the University of Northern Iowa with a B.A. in Marketing.

Kelly and his wife Stacey live in Cedar Falls and have three children, Lily, Eva, and Leo.  When not at the office, Kelly enjoys family time, golfing, fishing, and reading.

Phone (319) 266-6270
Fax (319) 266-6290
Mobile Phone (319) 230-3244