Kristen VentreCRD Number: 5608812
Current Firm: Bb&t Institutional Investment Advisers, Inc.
Kristen Ventre (CRD# 5608812) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in York, PA and has over 8 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Bb&t Inst Trust||York, PA||Aug 2015 - Current||1|
|Valley Forge Asset Management Corp||York, PA||Apr 2011 - Aug 2015||4|
|Valley Forge Asset Management Corp||York, PA||May 2010 - Apr 2011||< 1|
|Valley Forge Asset Management||York, PA||Sep 2008 - May 2010||1|
|Sterling Financial||Hanover, PA||Nov 2006 - Sep 2008||1|
|Unemployed||Arnold, MD||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management3,762MILLIONS
Total Number of Accounts258ACCOUNTS
Average Account Value$14,580,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.