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Kristian L Finfrock

Retirement Income Strategies, LLC

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About Kristian L Finfrock

Kristian Finfrock is a financial advisor with Retirement Income Strategies, LLC. Kristian has been in the financial services industry since 2007. Kristian has a Series 6, 7, 63 and 65 license. Kristian is also a Registered Representative and Investment Advisor Representative. Retirement Income Strategies, LLC specializes in providing financial advice and portfolio management services to individuals and businesses. The firm has over 117 million in assets under management. Kristian has worked at Kalos Capital, Inc. and Madison Money Guy Inc. Kristian has a strong track record of providing sound financial advice and helping clients achieve their financial goals.

Firm Information

Kristian Finfrock is currently registered with Retirement Income Strategies, LLC. Retirement Income Strategies, LLC is a financial advisor based in EVANSVILLE, WI. The firm advises individuals and businesses on retirement planning and portfolio management. They manage approximately $117,170,800 in client assets and have a total of 848 accounts. The firm offers advisory services, including financial planning, portfolio management for individuals and businesses, and participation in wrap fee programs.
Retirement Income Strategies, LLC

7 EAST MAIN STREET

EVANSVILLE, WI 53536

$117.17M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristian Finfrock’s Registration & Firm History

WI

01/06/2024 - Present

Retirement Income Strategies, LLC (EVANSVILLE WI)

WI

03/08/2012 - 07/11/2022

KALOS CAPITAL, INC. (EVANSVILLE WI)

WI

10/16/2007 - 03/09/2012

METLIFE SECURITIES INC. (JANESVILLE WI)

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Licenses & Designations

IA

Issued 07/23/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Kristian L Finfrock. Review regulatory record here.
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