AdvisorOS Directory
Claim Profile
KK

Krista Marie Ketelsen

NAVPOINT FINANCIAL, INC.·PRIOR LAKE, Minnesota
Unclaimed Profile
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN 55372CRD# 4674252Firm CRD# 109432
01

About

Krista Marie Ketelsen is a registered financial advisor based in PRIOR LAKE, Minnesota, affiliated with NAVPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVPOINT FINANCIAL, INC.
NAVPOINT FINANCIAL, INC.
AUM
$610M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVPOINT FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4674252
Firm CRD# 109432
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PRIOR LAKE?

Browse all registered financial advisors in PRIOR LAKE, Minnesota or claim this profile if it's yours.

Browse PRIOR LAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Krista Marie Ketelsen offer?
Krista Marie Ketelsen specializes in Financial Planning, Investment Management. Contact their office in PRIOR LAKE, Minnesota for a consultation.
What are Krista Marie Ketelsen's credentials?
Krista Marie Ketelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krista Marie Ketelsen located?
Krista Marie Ketelsen is based in PRIOR LAKE, Minnesota, working with NAVPOINT FINANCIAL, INC.. Their office serves clients in the PRIOR LAKE metropolitan area and surrounding communities.
How does Krista Marie Ketelsen charge for services?
Krista Marie Ketelsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVPOINT FINANCIAL, INC.?
NAVPOINT FINANCIAL, INC. has approximately 6 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PRIOR LAKE
Cole Alexander Carlson — NAVPOINT FINANCIAL, INC.Gary David Martell — NAVPOINT FINANCIAL, INC.Dana Dominique Anderson — THE FINANCIAL PLANNING GROUP, INCAyn Elyse Carlson — NAVPOINT FINANCIAL, INC.Bruce Edwin Carlson — NAVPOINT FINANCIAL, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile