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Kristina L Wahl

Edward Jones

Prairie Du Sac, WI

CRD 7793536

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-12-04
  • WI RA
    APPROVED
    Since 2023-12-04

Branch Locations

Prairie Du Sac, WI • 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
Edward Jones St Louis MO 08/2023 Present
Ppd, Part Of Thermofisher Middleton WI 08/2020 08/2023
Covance, Labcorp Madison WI 02/2014 07/2020
  • 08/2023 → Present
    St Louis, MO
  • 08/2020 → 08/2023
    Ppd, Part Of Thermofisher
    Middleton, WI
  • 02/2014 → 07/2020
    Covance, Labcorp
    Madison, WI
Other Businesses

School District of Lodi Type: School Date: 01/01/22 Title: Coach Trad Hrs: 4 Tot Hrs: 15 Desc: Tennis Coach Run practice, attend matches, help manage the tennis program. Program only runs in the fall (July-October). City-State: Lodi WI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2023-11-28
Other Names
  • Kristina Lee Wahl

View on SEC IAPD

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