Kristie Lynn Voldberg

Current Employers

Employment History

• 08/2009 → 11/2017
  Investment Centers Of America
  Ashland, WI
• 11/2017 → Present
  Lpl Financial Llc
  Ashland, WI
• 01/2018 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2017-02-22 → 2017-11-29
  Investment Centers Of America, Inc.
  Ashland, WI

Other Businesses

1. 11/29/2017 - Fiorio Wealth Advisors - Invested Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date 2009 - 100 Percent Of Time Spent. 2. 10/18/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/19/2018 - 160 Hours Per Month/ 140 Hours During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. Self-Employed; Not Investment Related; Ashland, WI; Insurance; licensed insurance agent; 1/2016; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance 4. Fiorio Brothers Investments Inc; Not Investment Related; Ashland, WI; Real Estate; Vice President; 1/2026; 1 total hrs; 1 trading hrs; managing business operations and real estate 5. Fiorio Investment Planning Services Inc; Not Investment Related; Ashland, WI; Pass-through entity; Vice President; 1/2026; 1 total hrs; 1 trading hrs; administrative oversight and ownership responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-17
• S63 Uniform Securities Agent State Law Examination
  2011-09-22

Other Names

• Kristie Lynn Viater
• Krisite Lynn Voldberg
• Kristie Lynn Voldberg
• Kristie Teppen
• Kristie Lynn Teppen