Kristopher Jerke
Kristopher Jerke is a registered investment advisor at Spc, based in Sioux Falls, SD, with 15 years of industry experience. Kristopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
326 E. 8th St., Suite 101, Sioux Falls, SD, 57103
Get directionsHistory
Regulatory History (1)
Regulatory
October 2024Other Business ActivitiesSells Insurance
Kristopher is the owner and insurance agent at Ascend Financial, Inc. since 2015, selling fixed insurance products, which takes about half his time. He also owns My Finance Trainer, LLC since 2021, where he provides a financial advice course, dedicating minimal time to this activity.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Just Wealth Management, LLC
Variable Investment Associates, INC.Broker
Fbl Marketing Services, LLCBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations9 states
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
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