Kristin Terese Buikema

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → 05/2018
  Principal Funds Distributor
  Folsom, CA
• 06/2018 → 11/2020
  Wells Fargo Funds Distributor, Llc
  Menomonee Falls, WI
• 12/2020 → 06/2024
  T Rowe Price
  Owings Mills, MD
• 06/2024 → Present
  T Rowe Price
  Owings Mills, MD

Previous Registrations

• 2004-08-30 → 2007-01-03
  Ameriprise Financial Services, Llc
  Chicago, IL
  Chicago, IL

Other Businesses

Rental Property; Non Investment Related; Owner; My husband and I own multiple rental properties. He is the one who takes responsibility for whatever needs attending to in the properties. We receive rental income and pay a property management company to maintain the properties, manage the tenants, all actions around renting the property; 1 hour per month; zero during trading; START DATE: 12/21/2016 Property addresses: 1122 W. 7th Ave. Oshkosh, WI 54902 1502 Liberty St Oshkosh, WI 54901 1907 Wilson Ave Oshkosh, WI 54901 1822 Minnesota St Oshkosh, WI 54901 517 Evans St Oshkosh, WI 54901 1333 Liberty St Oshkosh, WI 54901

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-05
• S66 Uniform Combined State Law Examination
  2004-08-27

Designations

• Chartered Financial Analyst

Other Names

• Kristin Terese Behrens
• Kristin Terese Buikema
• Kristin Buikema