Kristi Adams, financial advisor Edina MN

Kristi Adams

CRD Number: 5074435
Current Firm: Lpl Financial LLC

Kristi Adams (CRD# 5074435) is an Investment Advisor Representative working at Lpl Financial LLC in Edina, MN and has over 18 years of experience in the finance industry. Kristi Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kristi Andersen, financial advisor Edina MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Edina MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Edina MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Edina, MN Jul 2021 - Current 2
Blue Heron Professional Group Hopkins, MN Sep 2019 - Jul 2021 1
Lori Tauring Bloomington, MN Apr 2019 - Jul 2021 2
Blue Heron Professional Group LLC Bloomington, MN Jan 2018 - Jul 2021 3
Longfellow Business Association Minneapolis, MN Aug 2012 - Jul 2021 8
Various Insurance Carriers For W&r Insurance Agencies Minneapolis, MN Feb 2006 - Jul 2021 15
Waddell & Reed, Inc. Bloomington, MN Dec 2005 - Jul 2021 15
Longfellow Business Association Minneapolis, MN Aug 2012 - Jun 2020 7
Bni York, PA Aug 2019 - Aug 2019 < 1
Lake Street Council Minneapolis, MN Sep 2012 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kristi K. Adams
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.