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Kristin Lynee Garrett

Kristin L. Garrett

FINANCIAL EMPOWERMENT LLC
Burnsville, MN 55337
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CRD#: 4318694
Kristin Lynee Garrett

Professional summary


Kristin Lynee Garrett, CFP®, who also goes by Kristin L Hannemann, Kristin L Willmarth, Kristin Lynee Willmarth, is a registered financial advisor currently at FINANCIAL EMPOWERMENT LLC located in Burnsville, Minnesota.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kristin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kristin L Hannemann | Kristin L Willmarth | Kristin Lynee Willmarth

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kristin Lynee Garrett's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2000

Experience


Current

March 27, 2019 - Present

FINANCIAL EMPOWERMENT LLC

Office #1: 11995 County Road 11, #130, Burnsville, MN 55337
RIA
CRD#: 131425
Burnsville, MN
Past

November 28, 2013 - December 22, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNETONKA, MN
Past

March 12, 2012 - December 22, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNETONKA, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(3/27/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FINANCIAL EMPOWERMENT LLC
FINANCIAL EMPOWERMENT LLC
FINANCIAL EMPOWERMENT LLC

CRD#: 131425 / SEC#:

Minnesota
Registered Investment Advisory firm - (4/28/2004 Approved)
Texas
Registered Investment Advisory firm - (5/12/2011 Conditional Restricted)
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Contact information


Main Address
11995 County Road 11, #130, Burnsville, MN 55337
Mailing Address
Phone number
(952) 646-0026
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts93
AUM (Assets Under Management)$ 104,306,300

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL EMPOWERMENT LLC

FINANCIAL EMPOWERMENT LLC

CRD#: 131425Burnsville, MN 55337

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