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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Hanneman is a financial advisor registered in multiple states, including Washington, Oregon, Arizona, California, and Idaho. Kristin is also a registered investment advisor in Washington. She has been in the industry since 2004 and is currently associated with LPL Financial LLC. Previously, Kristin has worked with Waddell & Reed, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Her areas of expertise include financial planning, portfolio management, pension consulting, and providing consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
07/21/2021 - Present
LPL Financial LLC (VANCOUVER WA)
WA
09/02/2020 - 07/21/2021
WADDELL & REED (VANCOUVER WA)
WA
08/08/2013 - 09/04/2020
MORGAN STANLEY (VANCOUVER WA)
OR
09/11/2009 - 08/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
06/01/2009 - 09/28/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
09/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
OR
02/21/2007 - 08/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
06/16/2005 - 02/16/2007
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NJ
06/23/2004 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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