Krystal Wyss (CRD# 6978769) is an Investment Advisor Representative working at Commonwealth Financial Network in Joliet, IL and has 1 year of experience in the finance industry. Krystal Wyss 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pursuit Wealth Group | Joliet, IL | Mar 2024 - Current | < 1 |
Commonwealth Financial Network | Waltham, MA | Mar 2024 - Current | < 1 |
Pursuit Wealth Group | Joliet, IL | Feb 2022 - Mar 2024 | 2 |
Commonwealth Financial Network | Waltham, MA | Feb 2022 - Mar 2024 | 2 |
Busey Bank | Morris, IL | May 2021 - Feb 2022 | < 1 |
Lpl Financial LLC | Plainfield, IL | Jul 2018 - Feb 2022 | 3 |
First Midwest Bank | Plainfield, IL | Jul 2016 - Feb 2022 | 5 |
Mistwood Golf Course / Jpm Golf Properties | Romeoville, IL | Jan 2013 - Nov 2017 | 4 |
University Of St. Francis | Joliet, IL | Aug 2012 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2024 |
- IL
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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