Kristy Paulus

from Lodestone Wealth Management LLC
SEC regulated
Regulated Investment Advisor
Kristy Paulus is a financial advisor based in Washington, Spokane, with 13 years of experience. Kristy currently works for Lodestone Wealth Management LLC. Kristy maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kristy Paulus works at Lodestone Wealth Management LLC
Lodestone Wealth Management LLC is a financial advisory firm based in Spokane, Washington. It currently has approximately $221,562,996 of assets under management and employs about 4 people. Lodestone Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
and a percentage of assets under your management
Office location
9 S Washington St, Ste 211, Spokane, Washington, 99201

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