Kristy Paulus

from Lodestone Wealth Management LLC
SEC regulated
Regulated Investment Advisor
Kristy Paulus is a financial advisor based in Washington, Spokane, with 14 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
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

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting