KH
CFP
KH
CFP

Kristine Hartland

34 Years of Experience
Riverview, FL
2 DisclosuresBroker

Kristine Hartland is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Riverview, FL, with 34 years of industry experience. Kristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Riverview, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2024
Customer Dispute
December 2004
Denied
Other Business Activities

Kristine owns rental real estate and a consulting business, both since 2017. She also serves as a board member for Hartland since 2015, dedicating minimal time to this role, while her consulting business takes about a quarter of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2023 - Present · 2 yrs 5 mos
Ameriprise Financial Services, LLC
December 2023 - Present · 2 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2016 - March 2023 · 6 yrs 4 mos
Ameriprise Financial Services, LLCBroker
November 2016 - March 2023 · 6 yrs 4 mos
Peace Wealth Management, INC.
July 2005 - November 2016 · 11 yrs 4 mos
LPL Financial LLC
September 2002 - November 2016 · 14 yrs 2 mos
LPL Financial LLCBroker
September 2002 - November 2016 · 14 yrs 2 mos
American Express Financial Advisors, INC.
March 1994 - September 2002 · 8 yrs 6 mos
American Express Financial Advisors INC.Broker
October 1990 - September 2002 · 11 yrs 11 mos
Ids Life Insurance CompanyBroker
October 1990 - September 2002 · 11 yrs 11 mos
State Registrations2 states
FLMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.