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Kristian L Finfrock

RETIREMENT INCOME STRATEGIES, LLC·EVANSVILLE, Wisconsin
Clean recordRETIREMENT INCOME STRATEGIES, LLC
7 EAST MAIN STREET, EVANSVILLE, WI 53536CRD# 5421676Firm CRD# 318052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristian L Finfrock · EVANSVILLE, WI
Registration
CRD #5421676 · RETIREMENT INCOME STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristian L Finfrock is a registered financial advisor based in EVANSVILLE, Wisconsin, affiliated with RETIREMENT INCOME STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RETIREMENT INCOME STRATEGIES, LLC
RETIREMENT INCOME STRATEGIES, LLC
AUM
$117M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RETIREMENT INCOME STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Regulatory
SEC/IARD CRD# 5421676
Firm CRD# 318052
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristian L Finfrock offer?
Kristian L Finfrock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSVILLE, Wisconsin for a consultation.
What are Kristian L Finfrock's credentials?
Kristian L Finfrock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristian L Finfrock located?
Kristian L Finfrock is based in EVANSVILLE, Wisconsin, working with RETIREMENT INCOME STRATEGIES, LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Kristian L Finfrock charge for services?
Kristian L Finfrock's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT INCOME STRATEGIES, LLC?
RETIREMENT INCOME STRATEGIES, LLC has approximately 5 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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