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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Dawn Lantz is an investment advisor representative with Ashton Thomas Private Wealth. Kristine Lantz has been in the industry since 2001 and is registered in Arizona. Kristine Lantz has been with Ashton Thomas Private Wealth since March of 2022. Before that, Kristine Lantz worked for Ameriprise Financial Services, LLC. and Northwestern Mutual Investment Services, LLC. She is a Registered Representative and an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
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AZ
12/13/2022 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
06/26/2017 - 03/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Peoria AZ)
AZ
08/30/2005 - 01/18/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
CA
03/19/2003 - 07/26/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/02/2001 - 01/21/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/13/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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