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CDFS Financial StrategiesKelly Christensen & Mathew Driscoll, CFP
CDFS Financial StrategiesKelly Christensen & Mathew Driscoll, CFP
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CDFS Financial Strategies
Kelly Christensen & Mathew Driscoll, CFP

Client Center

Account Access:

Albridge Portfolio Access

The Principal Financial Group® Account Access

 

 

Kelly Christensen is licensed in IA and MO to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, CA, IL, and WI.

 Mathew Driscoll is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, CA, FL, IL, IN, MN, MO, NY, and WI and adviser registered in IA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Kelly Christensen and Mathew Driscoll may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Kelly or Mathew that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.  Kelly Christensen, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative.  Mathew Driscoll, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. CDFS Financial Strategies is not an affiliate of any company of Principal Financial Group.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck