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Kristine Marie Kircher

& partners

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About Kristine Marie Kircher

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.

Firm Information

Kristine Kircher is currently registered with & partners. &partners is a Limited Liability Company that was formed on December 7, 1995. They are headquartered in Nashville, TN and have offices in multiple states. The firm provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. &partners manages over $1 billion in assets for a diverse client base, including individuals, families, businesses, trusts, and charitable organizations. They are registered with the SEC and in all 51 states.
& partners

40 BURTON HILLS BLVD

NASHVILLE, TN 37215

$1.17B

Assets Under Management

254

Total Clients

250

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Trans fee, service charges; 12b-1; money market trls; bdsp

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Kristine Kircher’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristine Marie Kircher.
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