Kristine Boelte is a CFP-designated registered investment advisor, based in Clarksville, VA, with 23 years of industry experience.
Location
403 Virginia Avenue, Clarksville, VA, 23927
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristine is a partner at Boelte O'Hara Wealth Management, dedicating about half of her time to this investment-related role. She also works as an insurance agent providing fixed insurance advice, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Boelte O'hara Wealth Management
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
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.