Kris Muhlestein, financial advisor Lynnwood WA

Kris Muhlestein

CRD Number: 5665804
Current Firm: Comprehensive Wealth Management

Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Lynnwood, WA Jun 2009 - Current 14
Comprehensive Wealth Management Lynnwood, WA May 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Kris A. Muhlestein
Phone Number: 425-778-6160
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    1,633
    ACCOUNTS
  • Average Account Value
    $182,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, OR, TX, VT, WA

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