Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Kohtz is a financial advisor with Two Firs Financial. Kristopher is a Certified Financial Planner® professional. Kristopher has been in the financial services industry for 10 years. Kristopher is registered with the state of Washington. Kristopher specializes in providing financial advice to individuals and high-net-worth individuals. Kristopher also provides financial planning services.
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.
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
WA
12/04/2018 - Present
TWO Firs Financial (SEATTLE WA)
WA
07/18/2013 - 12/19/2018
HD VEST INVESTMENT SERVICES (Bellevue WA)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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