Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Langer is a financial advisor at LPL Financial LLC. Kristen has been in the financial services industry since 2006. Kristen holds a Series 7, Series 24, Series 55 and Series 63 licenses and is registered with FINRA and the state of Minnesota. Prior to joining LPL Financial, Kristen worked at Wells Fargo Clearing Services, LLC and Northland Securities, Inc. Kristen is a dedicated advisor who is committed to helping her clients achieve their financial goals.
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
MN
01/19/2023 - Present
LPL Financial LLC (MINNETONKA MN)
MN
05/18/2018 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (WAYZATA MN)
MN
01/03/2007 - 11/21/2016
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
09/30/2004 - 12/31/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
BC
Issued 09/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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