Kristen
Echols
Nfp Retirement Inc
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About this Advisor
Kristen Echols is a financial advisor based in Denver, Colorado, working with Nfp Retirement Inc. Kristen has previously held positions at Lockton Companies LLC, Lockton Investment Securities LLC, Lockton Investment Advisors LLC, Ima Financial, Top Tier Talen Solutions LLC, Exended Travel, First Western Trust, Creative Planning, LLC, Bergankdv Wealth Management, LLC, and Nfp Retirement Inc. Kristen has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Kristen is part of Nfp Retirement Inc, which operates out of Denver, Colorado. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kristen Echols Work History
Nfp Retirement Inc
Bergankdv Wealth Management, LLC
Creative Planning, LLC
Lockton Companies LLC
Lockton Investment Securities LLC
Lockton Investment Advisors LLC
Ima Financial
Top Tier Talen Solutions LLC
Exended Travel
First Western Trust
Disclosures
Please visit the SEC profile of Kristen Echols 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 Nfp Retirement Inc
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Aliso Viejo, CA
Aliso Viejo, CA
Norwell, MA
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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.
