Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lynne Schaeffer Kleutsch is a financial professional with over 20 years of experience in the securities industry. Kristi is a registered representative of Coordinated Capital Securities, Inc., which is an independent broker-dealer based in Fort Atkinson, Wisconsin. Coordinated Capital Securities, Inc. has been serving clients since 1999. Kristi has specialized in providing financial advice and investment management services to individuals, families, and businesses. Kristi has expertise in a wide range of financial products and services, including securities, mutual funds, variable annuities, and insurance. Kristi holds the Series 6, Series 63, and SIE securities licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/02/2003 - Present
Coordinated Capital Securities, Inc. (KENOSHA WI)
VT
02/28/2000 - 12/31/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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