Unclaimed
Kristin Terese Buikema is a financial advisor with T. Rowe Price Associates, Inc., a firm with $10 billion - $50 billion in assets under management. Kristin is a Chartered Financial Analyst and has been in the financial industry since 2004. Kristin's focus is on providing investment advice for individuals, businesses, investment companies, and pooled investment vehicles. Kristin is registered as a Registered Investment Advisor in Maryland, New York, and Wisconsin.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
03/01/2022 - Present
T. Rowe Price Associates, Inc. (Franklin WI)
NC
07/03/2018 - 11/25/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
IA
09/11/2015 - 06/07/2018
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NY
01/08/2007 - 09/10/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
08/09/2004 - 01/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
08/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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