Crystal
Karstens
Petra Financial Advisors Inc
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About this Advisor
Crystal Karstens is a financial advisor based in Colorado Springs, Colorado, working with Petra Financial Advisors Inc. Crystal has previously held a position at Petra Financial Advisors, Inc. Crystal has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Crystal is part of Petra Financial Advisors Inc, which operates out of Colorado Springs, Colorado. The firm has 2 offices and 14 employees. The firm manages assets totaling $357.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Petra Financial Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petra Financial Advisors Inc Brokerage Details
$357,186,375
14
1,185
$301,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Crystal Karstens Work History
Petra Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Crystal Karstens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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