Unclaimed
Minou Kristina Rhoades is a Registered Investment Advisor (IA) with Adero Partners, LLC based in Walnut Creek, CA and Frisco, TX. Minou Kristina Rhoades is a licensed Investment Advisor Representative in both California and Texas. Minou Kristina Rhoades has been in the industry since January 2010 and has passed the Series 65 exam. Minou Kristina Rhoades has worked for Vista Wealth Management, LLC and Burr Pilger Mayer, Inc. prior to joining Adero Partners, LLC. Adero Partners, LLC offers financial planning, portfolio management and insurance and cash management solutions.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
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.
Revenue sharing with our affiliate, focus risk solutions
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TX
02/22/2021 - Present
Adero Partners, LLC (Frisco TX)
IA
Issued 04/14/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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