Kristain Dawn Krecota

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2016
  Lincoln Financial Advisors
  Indiana, PA
• 12/2016 → 09/2018
  Investment Professionals, Inc.
  San Antonio, TX
• 09/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Homer City, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Homer City, PA

Other Businesses

Business Ownership; Stockings for Seniors of Indiana County; Owner; This is a non-profit organization that delivers Christmas Stockings to individuals in nursing homes.; 1262 Pickering Run Road, , Marion Center, PA, 15759; Not Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; S&T Bank; Program Administrator - Program Management and Financial Advisor; ; Main Street, , Homer City, PA, 15748; Investment-Related; 01/01/1999; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-20
• S63 Uniform Securities Agent State Law Examination
  1997-08-26

Other Names

• Kristain Dawn Garland