Kristen Michelle Ellifritz

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

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

• 05/2017 → Present
  Nylife Securities Llc
  Casper, WY
• 03/2017 → Present
  New York Life Insurance Co.
  Casper, WY
• 12/2016 → 03/2017
  Homemaker
  Casper, WY
• 02/2016 → 12/2016
  Mountain View Regional Hospital
  Casper, WY
• 09/2017 → 09/2018
  Mountain View Regional Hospital
  Casper, WY
• 10/2020 → Present
  Eagle Strategies Llc
  Casper, WY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 11088 Goose Creek Cir Casper, WY 82609; Start Date 08/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Ellifritz Completions Services LLC; property to flip. ; 2618 seattle slew dr rock springs wy 82901; Start Date 01/2023; Role/Title: Partner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Wyoming Soccer Association; 2013 Girls and 2015 Boys 307 teams. Regional soccer team that travels throughout the country to play in tournaments. ; 777 Overland Trail suite 132 Casper, WY 82601; Start Date 10/2024; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; team manager]

Exams

• S66 Uniform Combined State Law Examination
  2020-10-09
• S63 Uniform Securities Agent State Law Examination
  2017-06-10

Other Names

• Kristen M Wittig