Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristel? Claim Your ProfileKristel Lenk is an Investment Advisor Representative associated with Fisher Investments. Kristel is registered with the state of California and has been in the industry since August 2017. Kristel holds a Series 65 license. Fisher Investments is a Registered Investment Advisor and has a large number of clients, including individuals, high net worth individuals, insurance companies, corporations, charitable organizations, and state or municipal government entities. Fisher Investments provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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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TX
01/13/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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