Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kris? Claim Your ProfileKris Alan Wright is an investment advisor representative with Cambridge Investment Research Advisors, Inc., based in West Des Moines, Iowa. Kris has been in the financial services industry since September 1994. Prior to joining Cambridge, Kris worked for Ameriprise Financial Services, Inc., FSC Securities Corporation, and MML Investors Services, LLC. Kris has a Series 6, Series 63, and SIE license. Kris's specialties include Retirement Planning, College Savings Plans, Estate Planning, and Insurance Planning.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/17/2020 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
11/11/2016 - 01/21/2020
AMERIPRISE FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
02/02/2012 - 11/02/2016
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
IA
03/01/1996 - 02/09/2012
MML INVESTORS SERVICES, LLC (DES MOINES IA)
NA
09/12/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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