Kristin Ashland (CRD# 6308020) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mankato, MN and has 1 year of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Mankato, MN | Jun 2023 - Current | < 1 |
| Private Advisor Group, LLC | Morristown, NJ | Jun 2023 - Current | < 1 |
| Lpl Financial, LLC | Mankato, MN | Jul 2019 - Jun 2023 | 3 |
| Meyer & Norland Financial Group | Mankato, MN | Mar 2014 - Jul 2019 | 5 |
| Lpl Financial, LLC | Mankato, MN | Mar 2014 - Jul 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MN
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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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