Kristian Finfrock
Kristian Finfrock is a registered investment advisor at Retirement Income Strategies, LLC, based in Evansville, WI, with 18 years of industry experience. Kristian 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, High Net Worth, and 3 more. Their firm serves 339 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.13% |
| $2M+ | 1.00% |
Fee Estimator
Location
7 East Main Street, Suite 6, Evansville, WI, 53536
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Customer Dispute
May 2021Customer Dispute
January 2020Other Business Activities
Kristian works as a financial advisor and investment advisor representative for Retirement Income Strategies, spending nearly full-time creating retirement income strategies. Kristian is also an officer at Madison Money Guy Inc. and spends about 10-20% of his time on marketing.
Employment History
Current Registrations
Retirement Income Strategies, LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 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.