Unclaimed
Kris Kienzle is a financial advisor with Mutual Advisors, LLC. Kris is a registered representative with the state of Washington and Minnesota, and offers a variety of financial services to clients, including financial planning, portfolio management, and pension consulting. Kris has been in the financial services industry for over 20 years, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Kris has experience with Ameriprise Financial Services, Inc. and DWS Distributors, Inc. and has held numerous licenses and certifications in the industry.
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.
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.
Hourly consulting
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.
1
2
WA
02/18/2020 - Present
Mutual Advisors, LLC (Vancouver WA)
OR
09/28/2018 - 01/13/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Portland OR)
IL
09/10/2014 - 04/04/2018
DWS DISTRIBUTORS, INC. (CHICAGO IL)
MN
01/01/2007 - 09/10/2014
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/09/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/09/2003 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/22/2001 - 07/30/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MN
11/29/1996 - 11/24/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/29/1996 - 11/24/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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