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Kristina R Meisner

Advisor at T. Rowe Price Advisory Services, Inc. — Elbert, CO

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Credentials

CFP®, Series 63, Series 66

Experience

15 years

Location

Elbert, CO

T. Rowe Price Advisory Services, Inc. logo

T. Rowe Price Advisory Services, Inc.

Enterprise

Total advisors

507

Across 64 offices

Clients per advisor

27 Very Low

Avg AUM per client

$436,332 Typical

HNW client ratio

0% Very Low

About

Kristina Meisner is a CFP® professional at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. She has held roles at USAA Financial Planning Services, USAA Investment Management Company, and T. Rowe Price, among others. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The service uses proprietary mutual funds and ETFs, incorporates tax-aware strategies, and delivers financial plans with annual reviews through an online interactive tool.

Client services

Based on T. Rowe Price Advisory Services, Inc.

Financial planning Portfolio management

Expertise

Based on T. Rowe Price Advisory Services, Inc.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting

Occupation focus

Based on T. Rowe Price Advisory Services, Inc.

Retired

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Fee options

Percentage

Annual gross advisory fee up to 0.90% of assets under management, offset by the net expense ratio of the Service Funds held, resulting in a net advisory fee typically ranging from approximately 0.43% to 0.56% depending on model portfolio

Other

Account minimum: $250,000

Location

See office

Elbert, CO

Elbert CO

Advisors at this office

1

Most active in

Colorado · Maryland

Work history

15 years of industry experience

T Rowe Price

2019 - Present • 7 years

Colorado Springs, CO

Kokomo Sno

2018 - 2020 • 2 years

Colorado Springs, CO

Usaa Investment Management Company

2018 - 2019 • 1 year

San Antonio, TX

Party City

2017 - 2019 • 2 years

Colorado Springs, CO

Plexus Worldwide

2017 - 2019 • 2 years

Scottsdale, AZ

USAA Financial Planning Services

2014 - 2019 • 5 years

Colorado Springs, CO

USAA Financial Advisors Inc

2014 - 2019 • 5 years

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

2012 - 2014 • 2 years

Colorado Springs, CO

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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