Kristine Boelte, financial advisor Clarksville VA

Kristine Boelte

CRD Number: 4556242
Current Firm: Boelte O'hara Wealth Management

Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2019 - Current 5
Kristine A. Boelte & Associates, LLC Clarksville, VA Nov 2015 - Current 8
Skb Properties Clarksville, VA Jan 2013 - Current 11
Absolute Contracting And Development Clarksville, VA Nov 2004 - Current 19
Summit Brokerage Services Clarksville, VA Nov 2015 - Nov 2018 3
Summit Financial Group Inc. Clarksville, VA Nov 2015 - Nov 2015 < 1
Stifel, Nicolaus & Company, Incorporated Lynchburg, VA Sep 2009 - Nov 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Kristine A. Boelte
Phone Number: 434-374-2928
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $84,482
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
Types of Clients
Registered States

VA

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