Krista Loew
Krista Loew is a registered investment advisor at Credit Union Investment Services, based in Raleigh, NC, with 16 years of industry experience. Krista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
801 Hillsborough Street, 3rd Floor, Raleigh, NC, 27603
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Krista is a VP of IRA Services at State Employees' Credit Union, dedicating nearly all of her time to this role, and a Trust Rep at Members Trust Company, spending minimal time there. She is also an agent for SECU Life Insurance Company and assists with accounting duties for Best Appliance Repair, Inc., spending a few hours per week on each, and manages a rental property, also spending a few hours per week.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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