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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer John Funkhouser is a financial advisor with over 25 years of experience in the industry. Kristofer has a strong track record of success in providing financial advice to individuals, families, and businesses. Kristofer is a Certified Financial Planner™ professional and is registered with the state of Georgia and Texas. Currently, Kristofer is an advisor with Truist Advisory Services, Inc. and is based out of the Atlanta office. Prior to joining Truist, Kristofer worked at SunTrust Investment Services, Inc. Kristofer has a broad range of experience and specializes in areas such as portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/13/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
MN
09/29/1998 - 10/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1998 - 10/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/16/1998 - 09/21/1998
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
IA
Issued 12/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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