Kristopher Jantzen (CRD# 4515675) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 19 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Broken Arrow, OK | Oct 2020 - Current | 3 |
| American Airlines Federal Credit Union | Broken Arrow, OK | Aug 2019 - Current | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Aug 2019 - Oct 2020 | 1 |
| Cetera Investment Advisers LLC | Broken Arrow, OK | Aug 2019 - Oct 2020 | 1 |
| Allstate Financial Services | Claremore, OK | Mar 2019 - Aug 2019 | < 1 |
| Allstate Financial Advisors | Claremore, OK | Mar 2019 - Aug 2019 | < 1 |
| Allstate Insurance Company | Claremore, OK | Feb 2019 - Jul 2019 | < 1 |
| Self Employed | Tulsa, OK | Jan 2002 - Feb 2019 | 17 |
| Advancement Financial Services, LLC | Tulsa, OK | Jul 2009 - Aug 2017 | 8 |
| The Advancement Group | Tulsa, OK | Aug 2008 - Aug 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- OK
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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