Kristen
Lasasso
Paul R. Ried Financial Group, LLC
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About this Advisor
Kristen Lasasso is a financial advisor based in Bellevue, Washington, working with Paul R. Ried Financial Group, LLC. Kristen has previously held positions at Paul R. Ried Financial Group, LLC, Cerity Partners, Convington Capital Management, Jj Greenpaper, Inc, Retro Fitness, Sl Advisors, Sanctuary 7 Pilates, and Capital Wealth Advisors, Inc. Kristen is registered to provide services in Washington. Currently, Kristen is part of Paul R. Ried Financial Group, LLC, which operates out of Bellevue, Washington. The firm has 8 employees and manages assets totaling $980.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Paul R. Ried Financial Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paul R. Ried Financial Group, LLC Brokerage Details
$980,705,282
8
2,442
$401,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristen Lasasso Work History
Paul R. Ried Financial Group, LLC
Cerity Partners
Convington Capital Management
Jj Greenpaper, Inc
Convington Capital Management
Retro Fitness
Sl Advisors
Sanctuary 7 Pilates
Capital Wealth Advisors, Inc
Sanctuary 7 Pilates
Disclosures
Please visit the SEC profile of Kristen Lasasso 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 Paul R. Ried Financial Group, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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