Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Linn is a financial advisor registered with Bartlett & Co. Wealth Management LLC, providing financial and investment advice to individuals, families, and businesses. Krista has over 30 years of experience in the financial services industry, specializing in wealth management and financial planning. She is a Chartered Financial Analyst (CFA) and holds Series 7, 63, and 65 licenses. Krista has experience working with clients across a wide range of needs, including retirement planning, college savings, estate planning, and insurance solutions. In addition to individual portfolio management, Krista also provides credit and cash management services.
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.
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.
Credit and cash management solutions; insurance solutions
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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IL
08/20/2019 - Present
Bartlett & Co. Wealth Management LLC (Chicago IL)
IL
07/18/1991 - 09/19/1997
CONCORD SECURITIES CORPORATION (CHICAGO IL)
IL
08/27/1986 - 09/12/1990
HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)
IA
Issued 02/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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