Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Ellen Iverson is a financial advisor with over 20 years of experience in the industry. Krista is registered with Osaic Wealth, Inc. in Wisconsin and has previously worked with firms like Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., UBS Financial Services Inc., Thrivent Investment Management Inc., and Piper Jaffray & Co. Krista specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/29/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
03/02/2007 - 07/24/2008
UBS FINANCIAL SERVICES INC. (STILLWATER MN)
WI
10/27/2006 - 02/21/2007
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MN
09/14/2001 - 09/22/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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