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Kristin Ann Stagemeyer

Avantax Investment Services, Inc.

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About Kristin Ann Stagemeyer

Kristin Stagemeyer is a financial advisor with Avantax Investment Services, Inc. Kristin has been in the industry since December 12, 2000. Kristin holds the Series 63, Series 7, and SIE licenses and is registered in Colorado, Kansas, and Nebraska.

Firm Information

Kristin Stagemeyer is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Kristin Stagemeyer’s Registration & Firm History

NE

01/14/2003 - Present

Avantax Investment Services, Inc. (MCCOOK NE)

FL

12/12/2000 - 01/15/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 01/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Ann Stagemeyer.
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