Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Elstrom is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. in Chicago, Illinois. Kristie Elstrom has been in the financial services industry since 1998. She is currently licensed to provide securities and investment advice in Illinois. Kristie Elstrom has held previous roles with BMO Investment Distributors, LLC, BMO Harris Financial Advisors, Inc., Vision Investment Services, Inc., ABN AMRO Financial Services, Inc., and Harris Investors Direct, Inc. Kristie Elstrom provides financial planning, portfolio management, and educational seminars for individuals, as well as investment advice for pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
02/11/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
02/05/2015 - 02/11/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
05/30/2007 - 05/22/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
02/12/2001 - 05/21/2007
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
11/18/1999 - 02/07/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
10/15/1998 - 11/08/1999
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
BOTH
Issued 12/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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