Kristen Rose
Kristen Rose is a registered investment advisor at VALIC Financial Advisors, INC., based in Scottsdale, AZ, with 21 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
15333 North Pima Road, Suite 235, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Financial
June 2016Other Business ActivitiesSells Insurance
Kristen works as an agent for AGIA, selling non-securities insurance products. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
First Heartland Capital, INC.Broker
Legacy Financial Services, INC.Broker
Banc One Securities CorporationBroker
Financial Network Investment CorporationBroker
State Registrations16 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.