Kristen Gullickson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCDec 2021 to now
- Krh ConsultingJan 2020 to Nov 2021
- Beauty CounterJun 2017 to Feb 2018
- Northwestern Mutual Wealth Management CompanyJan 2017 to Jan 2020
- Northwestern Mutual Investment Services LLCJun 2016 to Jan 2020
- Scott SparksJun 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (SD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5347284
- Firm CRD
- 6413