KF
KF

Kristie Rene' Furseth

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
512 clients
Average Client Portfolio
$818K average
Assets Under Management
$419.0M

Fee Structure

Minimum Investment:None
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Location

530 N Koeller St, Oshkosh, WI, 54902

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History

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.

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Other Business ActivitiesSells Insurance

Kristie sells life insurance policies to family and friends through MVP Financial, but is no longer actively selling, dedicating minimal time. She is also the Chief Compliance Officer and Director of Operations for Aegis Financial, a registered investment advisor, dedicating significantly more than full-time hours, and a member of Aegis Insurance Services LLC providing asset protection advice involving insurance.

Employment History
Current Registrations
Aegis Financial
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Private Client Services, LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
June 2011 - October 2019 · 8 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2011 - October 2019 · 8 yrs 4 mos
Sii Investments, INC.
October 2007 - June 2011 · 3 yrs 8 mos
Sii Investments, INC.Broker
July 2007 - June 2011 · 3 yrs 11 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.
Kristie Rene' Furseth - Financial Advisor | TrueAdvisor