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Krista Marie Holappa

Captrust

Minneapolis, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-27
  • MN RA
    APPROVED
    Since 2026-02-27

Branch Locations

333 South 7Th Street, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Shore Bank Of Commerce Duluth MN 05/2015 12/2016
Unemployed Duluth MN 12/2016 01/2017
University Of Minnesota Duluth Duluth MN 01/2017 05/2017
Unemployed Duluth MN 05/2017 06/2017
Rbc Wealth Management Minneapolis MN 06/2017 06/2018
Waddell & Reed, Inc Maple Grove MN 06/2018 07/2021
Various Insurance Carriers For W & R Insurance Agencies Maple Grove MN 03/2019 07/2021
Andrew Schelitzche Maple Grove MN 06/2018 07/2021
Lpl Financial Llc Maple Grove MN 07/2021 01/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 02/2026 Present
  • 05/2015 → 12/2016
    North Shore Bank Of Commerce
    Duluth, MN
  • 12/2016 → 01/2017
    Unemployed
    Duluth, MN
  • 01/2017 → 05/2017
    University Of Minnesota Duluth
    Duluth, MN
  • 05/2017 → 06/2017
    Unemployed
    Duluth, MN
  • 06/2017 → 06/2018
    Rbc Wealth Management
    Minneapolis, MN
  • 06/2018 → 07/2021
    Waddell & Reed, Inc
    Maple Grove, MN
  • 03/2019 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Maple Grove, MN
  • 06/2018 → 07/2021
    Andrew Schelitzche
    Maple Grove, MN
  • 07/2021 → 01/2026
    Maple Grove, MN
  • 02/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-07-21 → 2026-02-06
    Savage, MN
    Maple Grove, MN
  • 2019-01-22 → 2021-07-21
    Waddell & Reed
    Maple Grove, MN
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
  • S66 Uniform Combined State Law Examination
    2019-01-22
Designations
Other Names
  • Krista Marie Peterson

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