Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Jantzen is a financial advisor with LPL Financial LLC, based in Broken Arrow, OK. Kristopher has been in the industry since 2007 and has a diverse range of experience in the financial services industry. Kristopher holds Series 7, 63 and 66 licenses and is registered in Arkansas, Missouri, Oklahoma and Texas. Kristopher Jantzen works to provide financial planning, portfolio management, and other consulting services for individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OK
03/13/2024 - Present
LPL Financial LLC (BROKEN ARROW OK)
OK
08/02/2019 - 10/21/2020
CETERA INVESTMENT SERVICES LLC (BROKEN ARROW OK)
OK
03/25/2019 - 07/29/2019
ALLSTATE FINANCIAL SERVICES, LLC (CLAREMORE OK)
OK
06/19/2007 - 07/25/2008
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
OK
04/06/2006 - 06/06/2007
SIGNATOR INVESTORS, INC. (TULSA OK)
MO
01/11/2005 - 12/16/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristopher Jantzen is the right advisor for you? Invested Better is here to help.
