Trust

Investing can be scary. Allowing someone to look into your finances and help control the direction they take means putting your trust in a professional and expecting they will not let you down. Working with a Fiduciary Fee-Only advisor ensures that advice is in your best interest.

Strategy

Analyzing your situation and creating a plan to help you reach your goals is more than formulas or calculators, it involves strategic planning that will allow you to navigate life's ups and downs without losing sight of your goals.

Responsibility

This means having someone who can not only develop an initial plan, but help you to implement the plan, monitor it for needed changes, and ensure that your money is working for you and will be there to take care of you when you need it to be.
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Kristopher T. Krier

Financial Planning Associate

 

Kris Krier

Kristopher is a recent graduate of Augsburg College. He is beginning his financial career with Capital Wealth Management as a Financial Planning Associate. Kristopher graduated from Augsburg College in 2010 with a degree in Business Management with a minor in Management Information Systems. Kristopher has recently registered with the SEC after completing his NASAA Uniform Investment Adviser Law Exam, which has earned him his licensure as a Fee-Only investment advisor. With the educational course work from Augsburg College along with experience and expert guidance from the Chief Financial Planner and Senior Planners at Capital Wealth Management, Kristopher looks forward to a successful career in personal finance.