Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Kay Heise is a financial advisor with Ameriprise Financial Services, LLC. Kristen has been in the financial services industry since August 10, 2005. She holds Series 6, 7, 63, and 66 licenses. Kristen has offices in Mercer Island, WA and Broomfield, CO. Prior to joining Ameriprise, Kristen was with SAGEPOINT FINANCIAL, INC. in St. Louis Park, MN and Ameriprise Financial Services, Inc in Edina, MN. Kristen is registered to provide investment advice in 15 states and is active in the broker-dealer and investment advisor space.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WA
06/15/2021 - Present
Ameriprise Financial Services, LLC (Mercer Island WA)
MN
01/05/2016 - 05/16/2018
SAGEPOINT FINANCIAL, INC. (ST LOUIS PARK MN)
MN
10/17/2012 - 12/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
12/09/2010 - 06/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
WA
06/09/2005 - 12/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
MN
06/09/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/28/1997 - 02/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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