Kristina
Meisner

T. Rowe Price Advisory Services, Inc

CRD#5858173
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Kristina Meisner is a financial advisor who works in Colorado Springs, Colorado, with 4 years of industry experience. Meisner is an advisor for T. Rowe Price Advisory Services, Inc. The advisor has gained experience at T. Rowe Price, Halloween City, Plexus Worldwide, Party City, Usaa Investment Management Company, Kokomo Sno, T Rowe Price, Usaa Financial Planning Services and Usaa Financial Advisors Inc. Meisner holds Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Colorado. T. Rowe Price Advisory Services, Inc is a financial advisory business based in Owings Mills, MD. The company has a total of 47 financial advisors. It has $706 million in total assets among its 4,162 customer accounts, placing it among the bigger firms in the nation by assets under management. T. Rowe Price Advisory Services, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which services the firm provides the client. However, fee types billed by T. Rowe Price Advisory Services, Inc most likely are comprised of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Financial Center Two 2220 Briargate Parkway
Colorado Springs, CO 80920

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

CO Average: $6,889,882,315
Total Number of Employees

47

CO Average: 45
Total Number of Accounts

4,162

CO Average: 765
Average Account Size

$169,687

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kristina Meisner Work History

Kristina has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

T Rowe Price

2018 - 2019 (1 year)

Usaa Investment Management Company

2018 - 2020 (2 years)

Kokomo Sno

2017 - 2019 (2 years)

Plexus Worldwide

2017 - 2019 (2 years)

Party City

2016 - 2016 (< 1 year)

Halloween City

2014 - 2019 (5 years)

Usaa Financial Planning Services

2014 - 2019 (5 years)

Usaa Financial Advisors Inc

2010 - 2014 (4 years)

T. Rowe Price

*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 Kristina Meisner 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 T. Rowe Price Advisory Services, Inc

Thomas Kushnerick
Colorado Springs, CO
Robert Lydzinski
Colorado Springs, CO
Jose Diaz
Colorado Springs, CO
Matthew Bille
Owings Mills, MD
Billy Maxwell
Colorado Springs, CO
Roben Hoffman
Owings Mills, MD
Shane Bernard
Owings Mills, MD
Steven Eyler
Owings Mills, MD

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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