Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katri? Claim Your ProfileKatri Karen Balfanz is a financial advisor with Commonwealth Financial Network. Katri has been in the industry since 2001 and has worked at both Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Katri is registered in several states, including Alaska, California, Colorado, Florida, Georgia, Iowa, Minnesota, Montana, New York, North Carolina, North Dakota, Virginia, and Wisconsin. Katri specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Katri is also involved in other businesses, including KB Financial, Inc., Kaytree, Inc., Minnesota Divorce Financials, and The Bardo.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/21/2014 - Present
Commonwealth Financial Network (BURNSVILLE MN)
MN
08/08/2001 - 09/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
08/08/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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