Unclaimed
Kristin Chim is a financial advisor who has been in the industry since 2001. Kristin is currently registered with Cuso Financial Services, LP. Kristin has worked for several other firms during her career, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, Quasar Distributors, LLC, and Riversource Distributors, Inc. Kristin is licensed to sell securities in Florida, Illinois, Minnesota and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/29/2014 - Present
Cuso Financial Services, LP (PRIOR LAKE MN)
MN
10/26/2010 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
ME
08/24/2007 - 10/18/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
07/25/2001 - 07/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
07/25/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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