Kristen Kendall, financial advisor Papillion NE

Kristen Kendall

CRD Number: 6788410
Current Firm: Lpl Financial LLC

Kristen Kendall (CRD# 6788410) is an Investment Advisor Representative working at Lpl Financial LLC in Papillion, NE and has over 3 years of experience in the finance industry.

Similar Advisors
Gaylan Abood, financial advisor Papillion NE
Gaylan C. Abood
CRD# 711477
Cambridge Advisors Inc.
Similar Advisors
Stephen Acerra, financial advisor Papillion NE
Stephen M. Acerra
CRD# 2054637
Securities America Advisors, Inc.
Similar Advisors
Michael Adams, financial advisor Papillion NE
Michael R. Adams
CRD# 3017989
Ubs Financial Services Inc.
Company Name Location Dates Years
Lpl Financial LLC Papillion, NE May 2019 - Current 1
Cobalt Credit Union (formerly: Sac Federal Credit Union) Papillion, NE Oct 2017 - Current 3
Unemployed Omaha, NE Sep 2017 - Oct 2017 < 1
Fidelity Brokerage Services LLC Greenwood Village, CO Apr 2017 - Aug 2017 < 1
Pentagon Federal Credit Union Omaha, NE Oct 2016 - Feb 2017 < 1
Universtiy Of Nebraska At Omaha Omaha, NE Aug 2015 - Dec 2016 1
Nebraska Furniture Mart Omaha, NE Jan 2015 - Oct 2016 1
Old Navy Omaha, NE Apr 2016 - Jul 2016 < 1
Bank Of The West Omaha, NE Jun 2012 - Jan 2016 3
College Of Saint Mary Omaha, NE Aug 2014 - Sep 2014 < 1
University Of Nebraska At Omaha Omaha, NE Aug 2012 - May 2014 1
Applebee's Avon, OH Nov 2011 - May 2012 < 1
Unemployed Omaha, NE Dec 2010 - Nov 2011 < 1
University Of Maryland University College Apo, CA Aug 2009 - Jan 2011 1
Dod Community Bank Apo, Mar 2010 - Dec 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Kristen M. Kendall
Phone Number: 704-733-3300
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.