Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lee Andersen is a financial advisor with over 30 years of experience in the industry. Kristi is currently registered with Osaic Wealth, Inc. and is a Certified Financial Planner. Prior to joining Osaic Wealth, Kristi worked with CETERA ADVISOR NETWORKS LLC and Ameriprise Financial Services, Inc. Kristi's areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, 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
MN
10/11/2023 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
MN
07/07/2006 - 10/11/2023
CETERA ADVISOR NETWORKS LLC (Minnetonka MN)
MN
11/25/1991 - 05/22/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/25/1991 - 05/22/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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