Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Bauer is an investment advisor representative associated with LNW. Kristen is registered with the state of Washington and has been in the industry since 1998. Kristen holds the Series 65 license and has experience with a wide range of financial planning services including financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and pooled investment vehicles. Kristen is also a Personal Financial Specialist and has previously worked with Tiedemann Advisors and The Threshold Group, LLC.
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.
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.
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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WA
06/08/2020 - Present
LNW (SEATTLE WA)
IA
Issued 05/10/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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