Kristin Rognerud

Financial Advisor

Kristin enjoys providing her clients with perspective and thoughtful guidance to help take the anxiety out of their investment and financial decision-making.

Before becoming a partner with our group in 2009, she spent several years in the financial services industry, including four at UBS, where she held roles in client service, management and compliance, and financial advisor.

Kristin holds Series 7, 9, 10, 66, life, health and variable annuities licenses and earned a bachelor’s degree in economics from The College of St. Scholastica.

Q & A with Kristin

Can you describe the benefit you offer your clients?
My wide range of experience enhances my ability to understand the many facets of our services and their broader impact. My educational background in economics is beneficial to creating a strategy that considers the changing economic climate, which strongly influences financial markets.

Why is a team approach more valuable?
We provide a strong risk management framework for investing, combining strategic asset allocation* with an active tactical approach that adjusts for the ever-changing market environment. Clients also get a team of advisors with a depth of experience and knowledge in all areas of wealth management.

*Asset allocation does not ensure a profit or guarantee against a loss.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299