Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Rae Kratochvil is a financial advisor who has been in the industry since March 2010. Kristen is currently registered with Osaic Wealth, Inc. and is licensed in several states including Arizona, California, Colorado, Florida, Georgia, Iowa, Kansas, Maine, Maryland, Minnesota, Missouri, Nebraska, Oklahoma, South Dakota, Texas, Washington and Wyoming. Prior to joining Osaic Wealth, Inc., Kristen was a financial advisor at Securities America, Inc. and Mutual of Omaha Investor Services, Inc. Kristen holds a Series 63 license, a Series 6 license, a Series 65 license, and a SIE license. Kristen offers a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
06/11/2018 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
03/05/2010 - 06/21/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 10/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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