CDFS Financial Strategies Information

Kelly Christensen & Mathew Driscoll, CFP Kelly Christensen and Mathew Driscoll, CFP®, are financial professionals who bring over 20 years of combined industry experience to help solve the financial challenges faced by their clients. We are proud of our history of putting our clients first. By focusing on the needs of our clients, we are able to deliver outstanding client service. 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 ...