Cross State Financial Group LLC

Cross State Financial Group LLC (CRD# 282011) is a financial advisory firm headquartered in , . They manage $43,500,000 in 195 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $223,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, MI, NM, SD, TX

Financial Advisors at Cross State Financial Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Christopher S. Damen
CRD#: 2916865
Littleton, CO
93
Wealthminder
score

Christopher Damen (CRD# 2916865) is an Investment Advisor Representative working at Cross State Financial Group LLC in Littleton, CO and has over 14 years of experience in the finance industry.

2
Andrew S. Flack
CRD#: 5712950
Grand Haven, MI
93
Wealthminder
score

Andrew Flack (CRD# 5712950) is an Investment Advisor Representative working at Cross State Financial Group LLC in Grand Haven, MI and has over 7 years of experience in the finance industry.

3
Keiko Lambert
CRD#: 1826388
8801 Jefferson St., Bldg C, Albuquerque, NM 87113
93
Wealthminder
score

Keiko Lambert (CRD# 1826388) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 29 years of experience in the finance industry.

4
Danielle E. Mutz
CRD#: 4179319
Littleton, CO
93
Wealthminder
score

Danielle Mutz (CRD# 4179319) is an Investment Advisor Representative working at Cross State Financial Group LLC in Littleton, CO and has over 14 years of experience in the finance industry.

5
Kaitlin M. Lambert
CRD#: 6104103
8801 Jefferson St. Ne, Bldg C, Albuquerque, NM 87113
90
Wealthminder
score

Kaitlin Lambert (CRD# 6104103) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 3 years of experience in the finance industry.

6
Robert Cassella
CRD#: 1596984
Littleton, CO
73
Wealthminder
score

Robert Cassella (CRD# 1596984) is an Investment Advisor Representative working at Cross State Financial Group LLC in Littleton, CO and has over 30 years of experience in the finance industry.

7
Steven S. Iversen
CRD#: 820813
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111
73
Wealthminder
score

Steven Iversen (CRD# 820813) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 38 years of experience in the finance industry.

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