Kristel Strittmatter (CRD# 4706789) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 16 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Capital Resource Management LLC | Fargo, ND | Feb 2024 - Current | < 1 |
| (dba) The Affiliates Financial | Fargo, ND | Jan 2020 - Current | 4 |
| Concourse Financial Group Securities Inc. | Fargo, ND | Oct 2011 - Current | 12 |
| Producers Financial Group | Fargo, ND | Jul 2004 - Mar 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- ND
-
Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
-
Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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