Kerstin
Ramstrom
Integrated Advisors Network LLC
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About this Advisor
Kerstin Ramstrom is a chartered financial analyst working in Dallas, Texas. Ramstrom is an employee of Integrated Advisors Network LLC. Throughout their career, Ramstrom has worked at Archer Bay Capital, Integrated Advisors Network, LLC, Northern Trust, Mutual Of America, Cornell University and Ker3 Enterprises LLC. Ramstrom maintains a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Florida and Massachusetts. Integrated Advisors Network LLC is a company headquartered in Dallas, TX. The firm has offices in 39 locations and a total of 81 employees. It has $4 billion in total assets among its 11,258 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 40 charitable organizations. Of its 11,258 client accounts, just 5% are associated with high-net-worth clients who have more than $1 million in investable assets. Integrated Advisors Network LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Integrated Advisors Network LLC may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kerstin Ramstrom Work History
Kerstin has been registered as a financial advisor for 0 years.*
Archer Bay Capital
Integrated Advisors Network, LLC
Cornell University
Ker3 Enterprises LLC
Cornell University
Mutual Of America
Northern Trust
*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 Kerstin Ramstrom 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 Integrated Advisors Network LLC
Springfield, MO
Dallas, TX
Hartford, CT
Dallas, TX
Mount Airy, MD
Dallas, TX
Dallas, TX
Dallas, TX
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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