Kristen O'dell (CRD# 3221947) is an Investment Advisor Representative working at Vinity in Scottsdale, AZ and has over 6 years of experience in the finance industry.
CRD# 5720193
Lpl Financial LLC
CRD# 6344169
Mathis Wealth Management
CRD# 3044058
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vinity Financial Group, LLC | Scottsdale, AZ | Jun 2019 - Current | 4 |
| Sharpepoint, LLC | Phoenix, AZ | Sep 2018 - Jun 2019 | < 1 |
| Secure Financial Solutions Group, LLC | Scottsdale, AZ | Apr 2016 - Sep 2018 | 2 |
| Farm Bureau | West Des Moines, IA | Jan 2012 - Apr 2016 | 4 |
| Fbl Marketing Serv LLC | West Des Moines, IA | Jan 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- AZ
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts405ACCOUNTS
-
Average Account Value$149,813
- 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
- Educational seminars/workshops
AZ, TX
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