Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Lyn Peters is a financial advisor in Onalaska, Wisconsin. Kristy has been working in the financial services industry since April 28, 2002. Kristy is currently registered with Valmark Advisers, Inc. Kristy has been with Valmark Advisers, Inc. since July 18, 2019. Previously, Kristy worked for Principal Securities, Inc., Comprehensive Asset Management and Servicing, Inc., Main Street Securities, LLC, Securities America, Inc., United Securities Alliance, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kristy has a Series 63 and Series 65 license and is a registered representative with FINRA.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
WI
07/18/2019 - Present
Valmark Advisers, Inc. (Onalaska WI)
WI
06/14/2016 - 07/24/2019
PRINCIPAL SECURITIES, INC. (Onalaska WI)
WI
04/06/2010 - 06/07/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ONALSKA WI)
WI
10/01/2007 - 12/24/2009
MAIN STREET SECURITIES, LLC (ONALASKA WI)
WI
10/09/2003 - 10/04/2007
SECURITIES AMERICA, INC. (ONALASKA WI)
CO
03/07/2001 - 12/31/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
MN
03/15/2000 - 02/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/15/2000 - 02/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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