Krista Deann Wittmaack
Investment adviser representative at Citizens Securities, Inc.
20 yearsExperience
50 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Citizens Securities, Inc.Jun 2024 to now
- Frost Brokerage Services, Inc.Feb 2023 to Jun 2024
- Key Investment ServicesNov 2022 to Jan 2023
- E*trade Capital Management LLCJun 2020 to Nov 2022
- E*trade Securities LLCJun 2020 to Nov 2022
- Cetera Advisor NetworksAug 2019 to Jun 2020
- Peak Financial Network Solutions dbaJul 2019 to Jun 2020
- Morgan StanleyMay 2018 to Jul 2019
- Wells Fargo Clearing Services, LLCMay 2017 to May 2018
- Zions DirectApr 2006 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 50 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2577242
- Firm CRD
- 39550