Alexander Ostergard Krider
CFP®Professional Summary
Alexander Ostergard Krider, CFP®, who also goes by Alex Krider, Alexander O. Krider, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in West Linn, Oregon. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alexander has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Risk Management & Insurance
- Education Funding
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Business Services
Specializations
Biography
Alex’s top priority is to listen and understand you and your objectives to help you achieve the plan and future you’ve envisioned. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions. He brings more than ten years’ experience advising high net-worth executives, families, and retirees to the table. A little about Alex: He’s fluent in German (He received his...
Other Aliases
Alex Krider, Alexander O. Krider
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC
Contact Information
Main Address
10655 Ne 4th Street Suite 500, Bellevue, WA 98004Phone Number
(425) 467-1011# of Employees
20SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,608AUM (Assets Under Management)
$1,187,330,321Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC
State Registrations and Notice Filings
(1/10/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Alexander Ostergard Krider's CRS (Customer Relationship Summary).
Services Offered by Alexander
- Tax Planning
- Risk Management & Insurance
- Education Funding
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Business Services
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