KS
KS

Kristen Strupp

6 Years of Experience
Slinger, WI
BrokerSells Insurance

Kristen Strupp is a registered investment advisor at Cetera Investment Advisers LLC, based in Slinger, WI, with 6 years of industry experience. Kristen 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

439 E Washington St, Slinger, WI, 53086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kristen works as an assistant at Forte Bank and is also an independent insurance agent selling fixed insurance products full-time. Additionally, Kristen is the president of the Hartford Chamber of Commerce, dedicating a few hours per week, and works as a financial professional for Forte Financial Advisors about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
June 2019 - June 2021 · 2 yrs
Voya Financial Advisors, INC.Broker
March 2019 - June 2021 · 2 yrs 3 mos
State Registrations5 states
AZFLILVAWI
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.