Allison
Kvikstad
Ellevest
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About this Advisor
Allison Kvikstad is a financial advisor operating out of New York, New York who has 5 years of relevant experience. Kvikstad is an employee of Ellevest. During their career, Kvikstad has held roles at Ellevest and Wells Fargo Bank. Kvikstad maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, New York and Texas. Ellevest is a financial advisory business that has its headquarters in New York, NY. It manages $2 billion in total assets across its 146,549 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to five charitable organizations. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees depend on the financial services provided. However, fee types billed by Ellevest most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,617,711,600
108
146,549
$11,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Allison Kvikstad Work History
Allison has been registered as a financial advisor for 5 years.*
Ellevest
Wells Fargo Bank
*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 Allison Kvikstad 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 Ellevest
New York, NY
New York, NY
New York, NY
New York, NY
Virginia Beach, VA
New York, NY
New York, NY
Costa Mesa, CA
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