KL
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Kristian Linnet

18 Years of Experience
Wilton, CT
2 DisclosuresBroker

Kristian Linnet is a registered investment advisor at Jefferies Investment Advisers LLC, based in Wilton, CT, with 18 years of industry experience. Kristian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,020 clients with $5.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
IM Fee
Planning only
Assets Under Management
$5.2B

Fee Structure

Jefferies Investment Advisers offers ongoing financial planning services as part of its annual engagements, which can include periodic reviews of your financial needs, updates to your financial plan, progress tracking, and identification of changes in your situation that impact your goals.

  • Standard financial planning services — Typically costs between $1,000 and $10,000 per year, with an overall range of $500 to $50,000 depending on the scope and complexity of your situation.
  • Complex high-net-worth planning — Fees can range from $50,000 to $100,000 for relationships with a net worth of $100 million or more.
Annual Retainer:$500 - $100,000/year
One-Time Plan:$500 - $100,000
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Location

Wilton, CT

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2026
Denied
Customer Dispute
January 2026
Denied
Other Business Activities

Kristian is a realtor for Arena Real Estate Services and part owner of Arena Development LLC, both since 2013, and spends about an hour per day outside of business hours on these activities. Kristian also owns Linnet Development LLC, a real estate construction and development company, dedicating minimal time each week.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs 5 mos
Jefferies LLC
July 2012 - Present · 14 yrs 3 mos
Jefferies LLCBroker
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Leucadia Asset Management LLC
July 2012 - August 2023 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - July 2012 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - July 2012 · 4 yrs 8 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.
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