Kristine Boelte, financial advisor Clarksville VA
96 score

Kristine Boelte

CRD Number: 4556242
Current Firm: Kristine A. Boelte & Associates, LLC

Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Kristine A. Boelte & Associates, LLC in Clarksville, VA and has over 15 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
Summit Brokerage Services Clarksville, VA Nov 2015 - Current 2
Kristine A. Boelte & Associates, LLC Clarksville, VA Nov 2015 - Current 2
Skb Properties Clarksville, VA Jan 2013 - Current 5
Absolute Contracting And Development Clarksville, VA Nov 2004 - Current 13
Summit Financial Group Inc. Clarksville, VA Nov 2015 - Nov 2015 < 1
Stifel, Nicolaus & Company, Incorporated Lynchburg, VA Sep 2009 - Nov 2015 6
Ubs Financial Services Inc. Lynchburg, VA Jun 2005 - Sep 2009 4
Ubs Financial Services Inc. Lynchberg, VA Mar 2005 - Sep 2009 4
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
  • Total Number of Accounts
  • Average Account Value
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


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

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