Kristin Carstensen (CRD# 4581167) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Belding, MI and has over 21 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 6946587
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Belding, MI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Aug 2002 - Mar 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- AL
- MI
- MS
- NV
- WA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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