Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Marie Stockland is a Registered Investment Advisor Representative (IAR) for Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Kristen has been in the financial services industry since 2014 and is licensed to provide investment advice in Colorado. Kristen has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Kristen holds the Series 65, 66, and SIE licenses. Kristen specializes in working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CO
05/24/2016 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (Denver CO)
CO
10/13/2014 - 11/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
IA
Issued 12/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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