Kristian Finfrock, financial advisor Evansville WI
93 score

Kristian Finfrock

CRD Number: 5421676
Current Firm: Kalos Management

Kristian Finfrock (CRD# 5421676) is an Investment Advisor Representative working at Kalos Management in Evansville, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Income Strategies Evansville, WI Jan 2014 - Current 2
Kalos Capital, Inc. Alpharetta, GA Mar 2012 - Current 4
Metlife Securities, Inc. Madison, WI Sep 2007 - Mar 2012 4
Gabriel Financial Oregon, WI Jun 2007 - Aug 2007 < 1
Spanky's LLC Janesville, WI Dec 2006 - Jun 2007 < 1
Rightway Mortgage Janesville, WI May 2006 - Jun 2007 1
Dejope Gaming Madison, WI Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Kristian L. Finfrock
Phone Number: 678-356-1100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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