Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Ritter is an Investment Advisor Representative at Abundant Wealth Partners, LLC. She has been in the industry for over 13 years. Kristen Ritter is a licensed Investment Advisor Representative in California. She is registered with the state of California and has passed the Uniform Investment Adviser Law Examination (Series 65). Kristen Ritter has experience providing financial planning services to high-net-worth individuals and individuals other than high-net-worth. Kristen Ritter specializes in providing consulting, financial planning, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
CA
06/06/2022 - Present
Abundant Wealth Partners, LLC (SANTA BARBARA CA)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kristen Ritter is the right advisor for you? Invested Better is here to help.
