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.
CRD# 6481419
Edward Jones
CRD# 710775
Edward Jones
CRD# 5556798
Lpl Financial LLC
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 |
- VA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts186ACCOUNTS
-
Average Account Value$84,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
VA
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