Kristin Larson, financial advisor Minneapolis MN
89 score

Kristin Larson

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kristin E. Larson
Phone Number: 201-352-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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