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Krista Marie Ketelsen

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
229 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$643.6M

Fee Structure

Minimum Investment:$3M
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Location

16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372

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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 Activities

Krista is the Vice President, CCO, and Corporate Secretary for NavPoint Financial, an SEC-registered investment advisor. Her duties include advice, trading, books and records, and compliance, taking nearly full-time hours.

Employment History
Current Registrations
Navpoint Financial, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Capital Management Securities, INC.Broker
September 2003 - June 2016 · 12 yrs 9 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.