Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kritz is a financial advisor who has been in the industry since 2005. Jennifer is currently registered with Osaic Wealth, Inc. in Manchester, Iowa. Jennifer is licensed to provide investment advice in Iowa, Minnesota, Texas, and Wisconsin. Prior to joining Osaic Wealth, Inc., Jennifer worked at Securities America, Inc. and Voya Financial Advisors, Inc. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
06/14/2024 - Present
Osaic Wealth, Inc. (MANCHESTER IA)
IA
06/01/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MANCHESTER IA)
IA
05/31/2012 - 06/08/2020
VOYA FINANCIAL ADVISORS, INC. (MANCHESTER IA)
IA
08/10/2005 - 06/07/2012
SII INVESTMENTS, INC. (MANCHESTER IA)
IA
Issued 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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