Kristian L Finfrock

Current Employers

Employment History

• 03/2012 → 07/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 01/2014 → Present
  Retirement Income Strategies
  Evansville, WI
• 11/2016 → Present
  Madison Money Guy Inc
  Evansville, WI

Previous Registrations

• 2012-03-08 → 2022-07-11
  Kalos Management
  Evansville, WI
  Ponte Vedra Beach, FL
  Evansville, WI
• 2008-07-23 → 2012-03-09
  Msi Financial Services, Inc.
  Middleton, WI
  Janesville, WI

Other Businesses

RETIREMENT INCOME STRATEGIES POSITION: FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE NATURE: RETIREMENT INCOME STRATEGIESHELPS CREATE SOUND RETIREMENT INCOME STRATEGIES FOR PEOPLE IN OR NEARING RETIREMENT. INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 120 START DATE: 01/01/2014 ADDRESS: 7 E. MAIN STREET, SUITE 6, EVANSVILLE WI 53536 DESCRIPTION: MEET WITH CLIENTS TO REVIEW ACCOUNTS, ACT AS A FIDUCIARY FOR MY CLIENTS, KEEP UP TO DATE WITH ALL COMPLIANCE REQUIREMENTS. financial educational course instructor for Retirement Elevated and Retirement Planning Today MADISON MONEY GUY INC POSITION: Officer NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2016 ADDRESS: 7 E Main Street Ste 6, Evansville WI 53536, United States DESCRIPTION: Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-23
• S63 Uniform Securities Agent State Law Examination
  2007-10-05

Other Names

• Kristian Finfrock