Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Gullickson is a financial advisor with LPL Financial LLC in Spearfish, SD. Kristen has been working in the financial industry since 2007 and has experience with a variety of firms. She specializes in providing financial planning and investment advice to individuals and families. Kristen is committed to helping clients achieve their financial goals. She has experience working with clients from a variety of backgrounds and is passionate about helping people plan for their financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SD
12/23/2021 - Present
LPL Financial LLC (SPEARFISH SD)
CO
06/24/2016 - 01/07/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
11/13/2015 - 06/06/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
CO
08/20/2013 - 10/28/2015
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
07/23/2007 - 08/16/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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