Krista Rutz (CRD# 7456669) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has 1 year of experience in the finance industry. Krista Rutz has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Financial Group LLC | Denver, CO | Sep 2021 - Current | 3 |
| Jfg Wealth Management, LLC | Denver, CO | Sep 2021 - Current | 3 |
| Bok Financial | Denver, CO | Sep 2015 - Sep 2021 | 6 |
| First Western Trust | Denver, CO | Aug 2012 - Sep 2015 | 3 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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