Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Peter Kjolberg is a financial professional with over 30 years of experience in the industry. Kristian is currently registered with Innovation Partners LLC and is licensed to provide financial advice in Arizona. Kristian has held previous positions at several firms, including First Financial Equity Corporation, Investment Planners, Inc. and Goldman, Sachs & Co.. Kristian specializes in providing financial planning, 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/12/2022 - Present
Innovation Partners LLC (CHARLOTTE NC)
AZ
08/29/2019 - 04/15/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
IL
01/02/2018 - 09/18/2019
INVESTMENT PLANNERS, INC. (DECATUR IL)
ME
10/27/2014 - 12/31/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
06/07/2012 - 11/04/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
NY
10/10/2008 - 01/18/2012
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
05/31/2005 - 09/23/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
01/25/2001 - 05/16/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MA
08/10/1998 - 01/25/2001
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
05/11/1995 - 04/20/1998
AQUILA DISTRIBUTORS, INC. (NEW YORK NY)
AZ
02/26/1992 - 03/23/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
02/27/1991 - 02/20/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/27/1991 - 02/20/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
08/28/1989 - 02/19/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/28/1989 - 02/19/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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