Unclaimed
Kristine Marie Kircher is a financial advisor with over 20 years of experience in the industry. Kristine is currently registered as a broker-dealer and investment advisor representative in Minnesota and Texas. She is also registered in 27 other states as a broker-dealer. Kristine has worked for several well-known firms, including WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, and FINANCIAL NETWORK INVESTMENT CORPORATION. Kristine is dedicated to providing her clients with personalized financial advice and strategies. Kristine is affiliated with &partners, a firm that has over 100 licensed agents and 174 investment advisor representatives. &partners provides a wide range of financial services, including portfolio management, financial planning, and pension consulting. The firm manages over $1 billion in assets.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MN
06/07/2024 - Present
&partners (Bloomington MN)
MN
06/18/2007 - 06/13/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
03/04/2004 - 06/18/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (MINNEAPOLIS MN)
MO
07/01/2003 - 02/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/11/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristine Kircher is the right advisor for you? Invested Better is here to help.