Kristin Braska, financial advisor Madison WI

Kristin Braska

CRD Number: 1904440
Current Firm: Rbc Capital Markets, LLC

Kristin Braska (CRD# 1904440) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Madison, WI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Madison, WI May 2023 - Current < 1
Rbc Capital Markets, LLC Madison, WI Mar 2021 - Current 3
Charles Schwab & Company, Inc. Middleton, WI Jun 2019 - Mar 2021 1
Charles Schwab Bank Middleton, WI Jun 2019 - Mar 2021 1
Unemployed Madison, WI Sep 2018 - May 2019 < 1
Lpl Financial LLC Madison, WI Feb 2018 - Sep 2018 < 1
Johnson Bank Madison, WI Mar 2013 - Sep 2018 5
Invest Financial Corp. Tampa, FL Mar 2013 - Sep 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Kristin A. Braska
Phone Number: 212-858-7000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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