Kristin LarsonCRD Number: 6036170
Current Firm: Ubs Financial Services Inc.
Kristin Larson (CRD# 6036170) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ubs Financial Services Inc.||Minnapolis, MN||Mar 2016 - Current||1|
|Wells Fargo Advisors, LLC||Minnetonka, MN||Jan 2015 - Mar 2016||1|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Nov 2013 - Dec 2014||1|
|University Of Minnesota||Minneapolis, MN||Sep 2010 - Dec 2013||3|
|Sunray Dairy, LLP||Mindoro, MN||Jan 2002 - Sep 2013||11|
|Us Bank||Minneapolis, MN||Jun 2013 - Jul 2013||< 1|
|Sutton, Benning, & Mancell At Ameriprise Financial Services, Inc.||Minneapolis, MN||Mar 2012 - May 2013||1|
|Humphrey School Of Public Affairs||Minneapolis, MN||Sep 2011 - Mar 2012||< 1|
|The Buckle||Onalaska, WI||Sep 2009 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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