Kristen Kriss, financial advisor Warren OH

Kristen Kriss

CRD 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.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
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
Contact Info for Kristen M. Kriss
Phone Number: 319-352-4090
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
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

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