Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lynn Mignano is a financial advisor with over 20 years of experience in the financial services industry. Kristi is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Iowa. Kristi specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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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IA
01/19/2024 - Present
Osaic Wealth, Inc. (West Des Moines IA)
IA
11/18/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JOHNSTON IA)
IA
10/22/2018 - 11/10/2020
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
01/25/2016 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
09/16/2013 - 12/18/2015
WOODBURY FINANCIAL SERVICES, INC. (JOHNSTON IA)
IA
02/10/2012 - 10/11/2013
BROKER DEALER FINANCIAL SERVICES CORP. (JOHNSTON IA)
IA
01/03/2011 - 02/09/2012
WELLS FARGO ADVISORS, LLC (DES MOINES IA)
IA
07/25/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)
MN
12/01/2000 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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