Kristen Crass is a registered investment advisor, based in Fort Du Lac, WI, with 2 years of industry experience.
Location
7 S Main St, Fort Du Lac, WI, 54935
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 7 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - February 2026 · 1 yr 8 mos
Osaic Wealth, INC.Broker
June 2024 - February 2026 · 1 yr 8 mos
Securities America Advisors, INC.
October 2023 - June 2024 · 8 mos
Securities America, INC.Broker
June 2023 - June 2024 · 1 yr
State Registrations1 state
WI
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.