Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Mink is a financial advisor at TPG Financial Advisors, LLC. Kristopher has been in the financial industry for over 20 years, starting their career at Guardian Investor Services Corporation in 1995. They have held positions at Park Avenue Securities LLC, Safeco Investment Services, Inc. and Geneos Wealth Management, Inc. Kristopher is registered as an investment advisor representative in Oregon and Texas. Kristopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
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
OR
04/11/2012 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
OR
10/16/2006 - 06/04/2019
GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)
OR
10/28/2002 - 10/18/2006
PARK AVENUE SECURITIES LLC (PORTLAND OR)
NY
05/03/1999 - 10/23/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
09/25/2001 - 04/10/2002
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/31/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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