Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 30 years of experience in the finance industry. Kerstin Eriksson-Splawn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth By Design, LLC | Saratoga, CA | Sep 2003 - Current | 20 |
| K E Splawn Financial Advisors | Saratoga, CA | Sep 2001 - Dec 2022 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
- CA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$894,505
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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