Kristen KrissCRD Number: 6743698
Current Firm: Cuna Brokerage Services, Inc.
Kristen Kriss (CRD# 6743698) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Warren, OH and has over 2 years of experience in the finance industry.
The Wealth Consulting Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2018 - Current||3|
|Cuna Mutual Group||Waverly, IA||Jan 2017 - Current||4|
|Tippecanoe Country Club||Boardman, OH||Aug 2018 - Dec 2018||< 1|
|Unemployed||Youngstown, OH||Oct 2017 - Nov 2017||< 1|
|Arby's||Boardman, OH||Nov 2016 - Feb 2017||< 1|
|Apple, Inc.||Youngstown, OH||Sep 2015 - Nov 2016||1|
|At&t||Boardman, OH||Jun 2016 - Jun 2016||< 1|
|Alorica, Inc.||Niles, OH||May 2014 - Sep 2015||1|
|Unemployed||Youngstown, OH||Apr 2014 - May 2014||< 1|
|Family Video||Zanesville, OH||Sep 2012 - Apr 2014||1|
|Avi Foodsystems, Inc.||Dayton, OH||Jun 2012 - Dec 2012||< 1|
|Full-time Student||Youngstown, OH||Mar 2012 - Jun 2012||< 1|
|Giant Eagle||Austintown, OH||Feb 2012 - Mar 2012||< 1|
|Full-time Student||Austintown, OH||Dec 2011 - Feb 2012||< 1|
|Wendy's||Austintown, OH||May 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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