As a CERTIFIED FINANCIAL PLANNER™ professional, Kristi focuses on helping clients achieve their goals through individualized, unbiased advice. Her process emphasizes empowering and educating every client so they can make the most informed decisions. Those decisions are based on personalized plans, designed specifically to meet each client's objective, whether it's planning for retirement, assisting with estate strategies, funding for college or anything in between. Kristi believes success only occurs through a candid and open partnership with each client, and strives to deliver on that every day.
In 2005, Kristi received the Fintegra “Award of Excellence” for client service, achievement and commitment to the financial services industry and was previously featured in Bank Investment Consultant magazine. She also recently received the Honorary Commodore Award from the Aquatennial Ambassador Organization for community involvement and volunteerism.
Kristi holds life, health, and accident insurance licenses. She is FINRA Series 7 and 63 licensed and has a bachelor's degree in business administration from North Dakota State University.
“Whether you are saving for your children’s education, a new home, a business venture, a dream trip or a relaxing retirement, I will tell you the facts about investing and help you set and move toward goals that are within your reach. I will listen to your dreams for the future, analyze your individual situation and work with you to develop your personal financial roadmap.”
For full bio of Kristi Mertens, click here.
Check the background of this investment professional on FINRA's BrokerCheck.