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Kristin Strom

15 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Kristin Strom is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 15 years of industry experience. Kristin 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

10261 Yellow Circle Dr, Minnetonka, MN, 55330

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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 ActivitiesSells Insurance

Kristin is a fixed insurance agent with North Star Resource Group and sells fixed insurance products through various companies, dedicating a few hours per week to each. She also serves as a referee, an employee at Fortune Financial, owner of Jarnes Financial, a trustee, and an advisory board member for a leadership program.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.Broker
February 2020 - August 2023 · 3 yrs 6 mos
Securian Financial Services, INC.
February 2020 - August 2023 · 3 yrs 6 mos
Cri Securities, LLC
February 2020 - October 2021 · 1 yr 8 mos
Cri Securities, LLCBroker
February 2020 - October 2021 · 1 yr 8 mos
Questar Asset Management, INC.
January 2015 - July 2019 · 4 yrs 6 mos
Questar Capital CorporationBroker
April 2012 - July 2019 · 7 yrs 3 mos
Cri Securities, LLCBroker
December 2009 - April 2012 · 2 yrs 4 mos
Securian Financial Services, INC.Broker
December 2009 - April 2012 · 2 yrs 4 mos
State Registrations26 states
AZCACODCDEFLGAIAIDILMEMIMNNCNMNVNYORRISDTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristin Strom - Financial Advisor | TrueAdvisor