Krista Holappa (CRD# 6832485) is an Investment Advisor Representative working at Lpl Financial LLC in Maple Grove, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Maple Grove, MN | Jul 2021 - Current | 2 |
Various Insurance Carriers For W & R Insurance Agencies | Maple Grove, MN | Mar 2019 - Jul 2021 | 2 |
Waddell & Reed, Inc. | Maple Grove, MN | Jun 2018 - Jul 2021 | 3 |
Andrew Schelitzche | Maple Grove, MN | Jun 2018 - Jul 2021 | 3 |
Rbc Wealth Management | Minneapolis, MN | Jun 2017 - Jun 2018 | 1 |
Unemployed | Duluth, MN | May 2017 - Jun 2017 | < 1 |
University Of Minnesota Duluth | Duluth, MN | Jan 2017 - May 2017 | < 1 |
Unemployed | Duluth, MN | Dec 2016 - Jan 2017 | < 1 |
North Shore Bank Of Commerce | Duluth, MN | May 2015 - Dec 2016 | 1 |
University Of Minnesota Duluth | Duluth, MN | Jan 2015 - May 2015 | < 1 |
Unemployed | Eden Prairie, MN | Dec 2014 - Jan 2015 | < 1 |
Silvercrest Properties | Eden Prairie, MN | Jan 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- MN
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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)
- 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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