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Krist Hammargren

Advisor at PNC Wealth Management

Updated today

Location

Sebastian, FL 32958

Credentials

Series 63, Series 65

Industry experience

25 years

About

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

13035 Us Highway 1

Sebastian, FL 32958

Most active in

Florida

Work history

PNC Investments LLC

2023 - Present (3 years)

Wells Fargo Clearing

2023 - 2023 (1 year)

PNC Investments

2018 - 2023 (5 years)

Regions bank

2017 - 2018 (1 year)

Cetera

2017 - 2018 (1 year)

Cetera Investment Services Llc

2017 - 2018 (1 year)

UnEmployed

2017 - 2017 (1 year)

INVEST Financial Corp

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tasha S

Series 65

Malabar, FL

Tactical Financial Planning Inc

Tasha Shaheen is a financial advisor at Tactical Financial Planning Inc in Malabar, FL, holding a Series 65 designation with no prior advisory industry experience. She has worked in government contracting roles, including as an Estimating Manager at BSNC Government Services. Outside of financial advising, she serves as Vice President of byDesign Graphics and Marketing Inc, a design services company. Tactical Financial Planning Inc offers holistic financial planning and investment advisory services to individuals, families, and businesses. The firm emphasizes passive, long-term investment strategies using no-load index mutual funds, ETFs, and U.S. government securities, with tailored portfolio design based on clients’ tax situations, risk tolerance, and goals.

General tax planning Cash flow / budgeting
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Trent L

Series 63, Series 66

Vero Beach, FL

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Trent Leyda is a financial advisor with Spirepoint Private Client, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2023 before joining Spirepoint Private Client in 2023. Leyda is also a licensed insurance agent servicing clients on insurance policies. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Options & derivatives strategies
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Anthony D

CFP®, Series 66

Vero Beach, FL

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Anthony Dzielski is a CFP® with 19 years of experience in financial planning and wealth management. He is currently with Treasure Coast Financial Planning, Inc. in Vero Beach, FL, where he has worked since 2013. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a strategic allocation process with broad diversification and low-cost investments, integrating tax preparation and expertise into its advisory platform.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
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Guy B

CFP®, Series 63, Series 65

Vero Beach, FL

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Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
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Courtenay S

Series 66

Vero Beach, FL

Spirepoint Private Client, LLC

Courtenay Satterwhite is a financial advisor with Spirepoint Private Client, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Spirepoint in 2026, Courtenay worked at Morgan Stanley for 12 years. Outside of advisory work, Courtenay is involved in health coaching as an independent contractor for OPTAVIA. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a diverse investment approach combining fundamental and technical analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Options & derivatives strategies
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Hakyung C

CFP®, Series 66

Vero Beach, FL

Spirepoint Private Client, LLC

Hakyung Campione is a CFP® professional with 11 years of industry experience, currently serving at Spirepoint Private Client, LLC since 2023. Prior to this, Campione worked at Morgan Stanley Private Bank, N.A. and Bank of America, among other firms. Outside of advisory work, Campione serves on the investment committee for the VNA of Treasure Coast, a medical nonprofit organization. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental and technical analysis with portfolio construction techniques, managing over $1 billion in client assets.

Options & derivatives strategies
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