Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Bayer-petras is a registered investment advisor representative with Capital Client Group, Inc. Kirsten holds a Series 66 license from the state of Indiana and has been active in the financial industry since November 30, 2022. Kirsten's career has included positions at Oak Street Funding LLC, Capital Group / American Funds Distributors, Inc., and Capital Client Group, Inc. Kirsten is registered with the Securities and Exchange Commission as an investment advisor representative in Indiana and is also registered with the state of Indiana as an investment advisor representative.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
01/01/2023 - Present
Capital Client Group, Inc. (CARMEL IN)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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