Kristie Weber (CRD# 5181468) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 8 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Altoona, WI | Jun 2020 - Current | 3 |
| Great Valley Advisor Group, Inc.(dba:bernicke Wealth Management) | Altoona, DE | Jun 2020 - Current | 3 |
| Bernicke Wealth Management, Ltd. | Altoona, WI | Jun 2016 - Current | 7 |
| Triad Advisors, LLC | Altoona, WI | Oct 2019 - Jun 2020 | < 1 |
| Triad Advisors LLC | Altoona, WI | Jan 2018 - Sep 2019 | 1 |
| Triad Advisors, Inc. | Altoona, WI | Jun 2016 - Dec 2017 | 1 |
| Bernicke & Associates, Ltd. | Eau Claire, WI | Jan 2016 - Jun 2016 | < 1 |
| Triad Advisors, Inc. | Eau Claire, WI | Jun 2015 - Jun 2016 | 1 |
| Bernicke & Associates, Ltd. | Eau Claire, WI | Dec 2013 - Jan 2016 | 2 |
| Swell Gal Products, LLC | Eau Claire, WI | Jan 2015 - Dec 2015 | < 1 |
| Triad Advisors, Inc. | Eau Claire, WI | Jan 2014 - Jun 2015 | 1 |
| Swell Gal Products, LLC | Osseo, WI | Dec 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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