KS
KS

Kristel Strittmatter

18 Years of Experience
Fargo, ND
BrokerSells Insurance

Kristel Strittmatter is a registered investment advisor at Cetera Investment Advisers LLC, based in Fargo, ND, with 18 years of industry experience. Kristel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4650 38th Ave S, Suite 120, Fargo, ND, 58104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kristel owns The Affiliates Financial (DBA), works in client services for Jay C Matthews Insurance & Investments, and is President of Sapphire Financial LLC. She also sells and services fixed life, fixed annuity, and employee benefit insurance products, and is an officer for the Hawley Youth Basketball Association, and an advisor for Capital Resource Management LLC (DBA).

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
November 2011 - February 2025 · 13 yrs 3 mos
Concourse Financial Group Securities, INC.Broker
October 2011 - February 2025 · 13 yrs 4 mos
National Planning CorporationBroker
December 2007 - October 2011 · 3 yrs 10 mos
State Registrations31 states
AZCACODCFLIAIDILINKSKYMDMNMTNCNDNENHNMNVNYOHORPASCSDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.