Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Meader is an investment advisor representative with Ascensus Investment Advisors, LLC, based in Newton, MA. Kristin has over 20 years of experience in the financial services industry, working with clients in various financial planning needs. Kristin has previously held positions at CUNA Brokerage Services, Inc., Transamerica Financial Advisors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Charles Schwab & Co., Inc. Kristin is also an Election Clerk for the Town of Lebanon, Maine, a position Kristin holds in addition to her role at Ascensus.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp 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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
11/21/2019 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
IA
11/05/2013 - 07/12/2019
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
ME
04/29/2010 - 12/14/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (WELLS ME)
MN
07/07/2004 - 02/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
09/22/2003 - 05/04/2004
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
TX
02/25/2000 - 10/01/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
01/23/1997 - 07/31/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
10/03/1991 - 02/02/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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