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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Kay Crouthamel is an Investment Advisor Representative with Arete Wealth Advisors, LLC, a firm with approximately $1 billion to $10 billion in assets under management. Kristen has over 20 years of experience in the financial services industry, beginning her career in 2003. Kristen is licensed in Iowa and holds the Series 6, 7, 63, and 66 securities licenses. She has a wide range of experience and expertise in investment management, financial planning, and providing investment advice. Kristen is also a Board Member for the Guthrie Center Chamber of Commerce and the Guthrie County Conservation Board. Kristen's experience and dedication to her clients make her a valuable resource for individuals and families seeking financial guidance.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IA
06/02/2023 - Present
Arete Wealth Advisors, LLC (West Des Moines IA)
IA
10/20/2018 - 05/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (PANORA IA)
IA
01/08/2014 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (PANORA IA)
IA
06/25/2007 - 12/31/2013
VSR FINANCIAL SERVICES, INC. (ANKENY IA)
IA
09/13/2006 - 07/03/2007
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
07/03/2003 - 09/11/2006
VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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