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Kristain Dawn Krecota

Advisor at Ameriprise — Marion Center, PA

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Marion Center, PA

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kristain Krecota is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ameriprise since 2018, including prior roles at Investment Professionals, Inc. and Lincoln Financial Advisors. Outside of his advisory work, Krecota owns a nonprofit organization called Stockings for Seniors of Indiana County, which delivers Christmas stockings to individuals in nursing homes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Marion Center, PA

Marion Center PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

29 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Homer City, PA

Ameriprise financial services, Inc.

2018 - 2020 • 2 years

Homer City, PA

Investment Professionals, Inc.

2016 - 2018 • 2 years

San Antonio, TX

Lincoln Financial Advisors

2016 - 2016 • 1 year

Indiana, PA

Disclosures

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

Business activities & affiliations

user avatar

Levi A

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Nolan S

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Malcolm P

CFA®, Series 63, Series 66

Indiana, PA

Stratos Wealth Advisors LLC

Malcolm Polley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC. His prior experience includes two decades at Stewart Capital Advisors and over 20 years at S&T Bank. Outside of his advisory role, he is an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania and co-owns a craft shop called A Lit Bit of Country, LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Galen B

Series 63, Series 65

Indiana, PA

Foundations Investment Advisors LLC

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

ESG / Sustainable investing
user avatar

Christopher A

Series 63, Series 65

Indiana, PA

Ameritas Advisory Services, LLC

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Larry C

Series 63, Series 65

Indiana, PA

Eagle Strategies (NY Life)

Larry Catlos is a financial advisor with Eagle Strategies (New York Life) based in Indiana, PA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including over two decades at Eagle Strategies. He is also the sole proprietor of Strategic Planning Partners, a coaching and personal self-development business. Additionally, Catlos serves as Chairperson of the Mission's Committee and is a board member of Grace Church of Indiana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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