Kristina Oswald
Kristina Oswald is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Collinsville, CT, with 38 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 River Rd 2nd Fl, Collinsville, CT, 06019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Kristina is an independent insurance agent since 1998, selling disability, life/accident/health, and long-term care insurance, dedicating a few hours per week. She is also the owner of Planning Partners LLC, a DBA for financial services, financial planning, and insurance, which takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
State Registrations1 state
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