Invested Better
Portfolio Management for Businesses Advisors in Chicago, Illinois
7,057 Results
Unclaimed

Nuveen Asset Management, LLC | CFA ® (Certifications)

location

CHICAGO, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kristen Goodman is a registered representative and investment advisor representative with Nuveen Asset Management, LLC. Kristen is based in Chicago, Illinois and has been in the securities industry since May 5, 2014. Kristen Goodman has passed the Series 63, Series 7 and SIE exams. Kristen Goodman is a Chartered Financial Analyst.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kristen Kuntz is a registered representative with J.p. Morgan Securities LLC, working in the Chicago, Illinois office. Kristen has been in the industry since 2022, holding Series 6, 63, and SIE licenses. She is registered to offer securities in Illinois. Kristen specializes in securities, investment advisory, and other financial related services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Brownson, Rehmus & Foxworth, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Kristi Lynn Mills is an Investment Advisor Representative associated with Brownson, Rehmus & Foxworth, Inc.. Kristi Lynn Mills has been in the industry since September 2005. Kristi Lynn Mills is registered with the state of Illinois. Kristi Lynn Mills is specialized in financial planning, selection of other advisors and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kristi Lynne Bell is a financial advisor with J.P. Morgan Securities LLC. Kristi has over 10 years of experience in the financial services industry. Kristi is registered with the state of Illinois and has passed the Series 6, Series 63, and SIE exams. Kristi specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Kristi's previous experience includes working with The Huntington Investment Company and Chase Investment Services Corp.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Chicago, IL

0 Disclosures

ADVISOR BIO

Kristi Bieber gibbs is a registered Investment Advisor Representative at Captrust. Kristi has been in the financial services industry since September 1991. Kristi is licensed in Texas and has several specializations including Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Arete Wealth Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Kristi Pool is an investment advisor representative with Arete Wealth Advisors, LLC. Kristi has been in the financial industry for over 20 years. Her previous experience includes positions at Avondale Partners, LLC, FTN Midwest Securities Corp., Raymond James & Associates, Inc., and Banc One Securities Corporation. Kristi is licensed to provide investment advisory services in California, Kansas, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.
Publication of Financial Periodicals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kristie Elstrom is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. in Chicago, Illinois. Kristie Elstrom has been in the financial services industry since 1998. She is currently licensed to provide securities and investment advice in Illinois. Kristie Elstrom has held previous roles with BMO Investment Distributors, LLC, BMO Harris Financial Advisors, Inc., Vision Investment Services, Inc., ABN AMRO Financial Services, Inc., and Harris Investors Direct, Inc. Kristie Elstrom provides financial planning, portfolio management, and educational seminars for individuals, as well as investment advice for pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Griffith is a financial advisor with Goldman Sachs & Co. LLC. Kristin has been in the industry since 2003 and holds both Series 6 and Series 7 licenses as well as Series 57TO and the SIE. Kristin's previous employers include Calamos Financial Services LLC, Van Kampen Funds Inc., and Scudder Distributors, Inc.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Wollam is a financial advisor with Morgan Stanley in Chicago, IL. Kristin has been in the financial services industry since April 2019 and is registered in 40 states. She holds Series 63, Series 65, Series 7TO, and SIE licenses. Prior to joining Morgan Stanley, Kristin worked at Ameriprise Financial Services, LLC. She provides a variety of financial services, including financial planning, asset allocation advice, portfolio management, and pension consulting. Kristin also works as a financial mentor and is a board member for the Women of Strategic Introductions League.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Doyenne Wealth Advisors | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Kristin Lee Balon is a financial advisor registered with the state of Illinois and Texas. Kristin has been in the industry since August 2003 and is a Certified Financial Planner. Kristin is currently affiliated with Doyenne Wealth Advisors, LLC in Chicago, Illinois. Kristin is a Registered Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?