Krista Middleton, financial advisor Bend OR
90 score

Krista Middleton

CRD Number: 6091563
Current Firm: Ascent Capital Management, LLC

Krista Middleton (CRD# 6091563) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ascent Capital Management Bend, OR Jan 2012 - Current 4
Eagle Landing Apartments Bend, OR May 2010 - Jan 2012 1
School Bend, OR Sep 1993 - Dec 2010 17
Home Maker/full Time Student Bend, OR Jan 2010 - May 2010 < 1
Bellevue Asset Management Bellevue, WA Jul 2009 - Dec 2009 < 1
Us Bank Redmond, WA Nov 2008 - Jul 2009 < 1
Eagle Landing Apartments Bend, OR Jun 2007 - Nov 2008 1
Amerititle Bend, OR Jun 2007 - Aug 2007 < 1
Go Home Networks Corvallis, OR Mar 2007 - Jun 2007 < 1
Inspire Tutoring Corvallis, OR Mar 2007 - Jun 2007 < 1
Oregon State University Corvallis, OR Aug 2006 - Mar 2007 < 1
Amerititle Bend, OR Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Krista M. Middleton
Phone Number: 541-382-4847
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $211,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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