Boelte O'hara Wealth Management

Boelte O'hara Wealth Management (CRD# 281839) is a financial advisory firm headquartered in Clarksville, VA. They manage $15,713,721 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $84,482
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Boelte O'hara Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kristine A. Boelte
CRD#: 4556242
118 Fourth Street, Clarksville, VA 23927

Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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