KD
KD

Kristina K Dahl

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

Glendale, AZ

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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

Kristina is involved in insurance sales through Sunburst Financial AZSELF, focusing on risk management and assessing insurance benefits. She also volunteers as a Precinct Captain for the Republican Party, dedicating about 10-20% of her time.

Employment History
Current Registrations
Independent Wealth Network, INC.
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Verus Capital Partners, LLC
April 2018 - October 2020 · 2 yrs 6 mos
Securities America, INC.Broker
April 2018 - November 2020 · 2 yrs 7 mos
Waddell & Reed
February 2016 - April 2018 · 2 yrs 2 mos
Waddell & ReedBroker
December 2015 - April 2018 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2014 · 6 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
September 2007 - January 2008 · 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.