Christine Basler (CRD# 7521515) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestone Asset Management, LLC | Boulder, CO | Feb 2022 - Current | 1 |
| St. Louis Trust & Family Office | St. Louis, MO | Oct 2017 - Feb 2022 | 4 |
| Washington University | St. Louis, MO | Jul 2017 - May 2018 | < 1 |
| Pricewaterhousecoopers | Boston, MA | Sep 2015 - Jul 2017 | 1 |
| Unemployed | Boston, MA | May 2015 - Sep 2015 | < 1 |
| Boston College | Boston, MA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CO
-
Total Assets Under Management3,647MILLIONS
-
Total Number of Accounts735ACCOUNTS
-
Average Account Value$4,961,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, KS, MA, MT, NE, OH, TX, UT, WI
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