Kristina Walch (CRD# 5483268) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Financial Group | Arden Hills, MN | Dec 2022 - Current | 1 |
| Gradient Wealth Management | Arden Hills, MN | Jan 2022 - Current | 2 |
| Nextek, LLC | Arden Hills, MN | Feb 2021 - Current | 3 |
| Gradient Securities, LLC | Arden Hills, MN | Apr 2020 - Current | 4 |
| Gradient Financial Group, LLC | Arden Hills, MN | Mar 2020 - Feb 2021 | < 1 |
| Unemployed | Otsego, MN | Jan 2020 - Feb 2020 | < 1 |
| Allianz Life Financial Services | Minneapolis, MN | May 2017 - Jan 2020 | 2 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Nov 2007 - Jan 2020 | 12 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- MN
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, 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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