Kristen Gullickson
Advisor at LPL Financial — Spearfish, SD W Hudson St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
17 years
Location
Spearfish, SD 57783
LPL Financial
Institution
Kristen Gullickson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include positions at Northwestern Mutual, Raymond James, and KRH Consulting. She is also involved as a presenter with the SD CEO West: Women's Business Center and works with Omnitracks, assisting sales and communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Spearfish, SD W Hudson St
146 W Hudson St
Spearfish SD 57783
Advisors at this office
2
South Dakota
17 years of industry experience
LPL Financial LLC
2021 - Present • 5 years
Spearfish, SD
KRH Consulting
2020 - 2021 • 1 year
Spearfish, SD
Beauty Counter
2017 - 2018 • 1 year
Centennial, CO
Northwestern Mutual Wealth Management Company
2017 - 2020 • 3 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2016 - 2020 • 4 years
Denver, CO
Scott Sparks
2016 - 2020 • 4 years
Denver, CO
Raymond James & Associates
2015 - 2016 • 1 year
Boulder, CO
National Planning Corporation
2013 - 2015 • 2 years
Denver, CO
Curian Capital, LLC
2013 - 2013 • 1 year
Denver, CO
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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