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).

Current Firm Details
118 Fourth Street, Clarksville, VA 23927
http://www.kristineboelte.com/
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 Boelte, financial advisor Clarksville VA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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