Krista
Wittmaack
Frost Investment Services
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About this Advisor
Krista Wittmaack is a financial advisor operating in Dallas, Texas. Wittmaack currently works for Frost Investment Services. The advisor has gained experience at Zions Direct, Cetera Advisor Networks, Peak Financial Network Solutions Dba, E*Trade Securities LLC, Frost Brokerage Services, Inc, Wells Fargo Clearing Services, LLC, Morgan Stanley, E*Trade Capital Management LLC and Key Investment Services. Wittmaack holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Texas. Frost Investment Services is a registered investment firm based in San Antonio, TX. It has offices in 50 locations and a total of 105 employees. It oversees $2 billion in total assets across its 2,897 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 2,897 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Frost Investment Services provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Krista Wittmaack Work History
Krista has been registered as a financial advisor for 0 years.*
Frost Brokerage Services, Inc
Key Investment Services
E*Trade Securities LLC
E*Trade Capital Management LLC
Cetera Advisor Networks
Peak Financial Network Solutions Dba
Morgan Stanley
Wells Fargo Clearing Services, LLC
Zions Direct
*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 Krista Wittmaack 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 Frost Investment Services
San Antonio, TX
San Antonio, TX
Spring, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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