Kristopher Sleeman
Kristopher Sleeman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7455 SW Bridgeport Road, Suite 220, Tigard, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristopher is the president of Beyond Wealth Management, Inc., a DBA for his Raymond James business, but spends minimal time on it. He is also listed as an agent for his wife's business, Element Design & Strategy, but has no responsibilities or duties associated with it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 states
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