Kristen Anne Crass

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2018 → 05/2023
  Onward Financial Network
  Fond Du Lac, WI
• 06/2010 → 11/2018
  Industrial Graphics
  Fredonia, WI
• 05/2023 → 06/2024
  Securities America, Inc.
  Fond Du Lac, WI
• 10/2023 → 06/2024
  Securities America Advisors, Inc.
  Fond Du Lac, WI
• 06/2024 → 02/2026
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Fond Du Lac, WI
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Fond Du Lac, WI

Previous Registrations

• 2024-06-14 → 2026-02-04
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 2023-10-09 → 2024-06-14
  Securities America Advisors, Inc.
  Fond Du Lac, WI

Other Businesses

(1)Name of Business: Onward Financial Network Address: 7 S main st, Fond du lac, WI, 54935, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth management advisor - Onward Financial Network

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05

Other Names

• Kristen Hildenbrand
• Kristen Anne Saunders