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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 Moselle Rognerud is a financial advisor with Raymond James Financial Services Advisors, Inc. Kristin has been in the industry since October 2006. She is registered with the state of Minnesota and 27 other states as a Broker and Investment Advisor Representative. Kristin also has a Series 7, 9, 10, 66 and SIE license. Kristin specializes in retirement planning, financial planning and wealth management for individuals and families. She is also an officer and president of Ascential Wealth Advisors, a firm she owns. Kristin is a board member of the College of St. Scholastica. She has a broad range of experience in working with a wide variety of clients, including individuals, families, businesses, charitable organizations and pension 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (DULUTH MN)
MN
07/27/2007 - 09/27/2011
UBS FINANCIAL SERVICES INC. (DULUTH MN)
MN
10/06/2006 - 08/01/2007
RAYMOND JAMES & ASSOCIATES, INC. (DULUTH MN)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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