Kris
Pelster

Scf Investment Advisors, Inc

CRD#5020359
Investment Advisor
in Bakersfield, CA

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About this Advisor

Kris Pelster is a financial advisor who works out of Bakersfield, California who has 12 years of relevant experience. Pelster is on the advisory team at Scf Investment Advisors, Inc. During their career, Pelster has held roles at Moneywise, Inc, Scf Securities, Inc and Scf Investment Advisors, Inc. Pelster holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Kansas, Oklahoma, Oregon, South Dakota and Texas. Scf Investment Advisors, Inc is a registered investment company operating out of Fresno, CA. It has offices in 73 locations and a total of 267 people on staff. It has $2 billion in assets under management across its 7,762 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 7,762 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. Scf Investment Advisors, Inc provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services are provided. However, fees billed by Scf Investment Advisors, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8700 Stockdale Hwy
Bakersfield, CA 93311

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

CA Average: $7,578,581,321
Total Number of Employees

267

CA Average: 43
Total Number of Accounts

7,762

CA Average: 3,727
Average Account Size

$228,213

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kris Pelster Work History

Kris has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Moneywise, Inc

2011 - Present (13 years)

Scf Securities, Inc

2011 - Present (13 years)

Scf Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kris Pelster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scf Investment Advisors, Inc

Maegan Cooley
Prescott Valley, AZ
Kyle Gardner
Fresno, CA
Nathan Sorensen
Safford, AZ
John Prewitt
Dallas, TX
James Groce
Fresno, CA
Justin Leland
Bakersfield, CA
Scott Bresky
Fresno, CA
Reyn Wicklund
Fresno, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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