KB
CFA
KB
CFA

Kristin Buikema

21 Years of Experience
Franklin, WI
Broker

Kristin Buikema is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Franklin, WI, with 21 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Franklin, WI

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kristin and her husband own multiple rental properties, for which they receive rental income and employ a property management company. Kristin spends minimal time on this activity.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
January 2021 - Present · 5 yrs 4 mos
T. Rowe Price Investment Services, INC.
January 2021 - Present · 5 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
July 2018 - November 2020 · 2 yrs 4 mos
Principal Funds Distributor, INC.Broker
September 2015 - June 2018 · 2 yrs 9 mos
Goldman, Sachs & CO.Broker
January 2007 - September 2015 · 8 yrs 8 mos
Ameriprise Financial Services, INC.
August 2004 - January 2007 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 2004 - January 2007 · 2 yrs 5 mos
Ids Life Insurance CompanyBroker
August 2004 - July 2006 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.