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Kristen B Mott

Private Wealth Asset Management

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About Kristen B Mott

Kristen Mott is an investment advisor representative with Private Wealth Asset Management and has been in the industry since December 2008. Kristen holds Series 65, 66, and 7 licenses and has experience in providing financial planning and portfolio management services. Kristen is registered to provide advisory services in Iowa. Kristen has a history of working with both individuals and families in developing investment strategies and managing their assets.

Firm Information

Kristen Mott is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristen Mott’s Registration & Firm History

IA

01/10/2022 - Present

Private Wealth Asset Management (WEST DES MOINES IA)

IA

01/03/2011 - 06/03/2016

WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)

IA

12/19/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)

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Licenses & Designations

IA

Issued 01/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen B Mott.
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