Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Catherine Thompson is an Investment Advisor Representative at Winebrenner Capital Management LLC, a firm with offices in Louisville, Kentucky. Krista has been with Winebrenner Capital Management LLC since November 2019. She holds a Series 65 license. Krista's previous experience includes working with the University of Louisville. Winebrenner Capital Management LLC manages assets for a variety of client types including high net worth individuals, insurance companies, charitable organizations, corporations or other businesses, and individuals other than high net worth. The firm's assets under management are $220,062,545.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
07/01/2021 - Present
Winebrenner Capital Management LLC (LOUISVILLE KY)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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