Crystal
Karstens

Petra Financial Advisors Inc

CRD#6876013
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Crystal Karstens is a financial advisor based in Colorado Springs, Colorado, working with Petra Financial Advisors Inc. Crystal has previously held a position at Petra Financial Advisors, Inc. Crystal has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Crystal is part of Petra Financial Advisors Inc, which operates out of Colorado Springs, Colorado. The firm has 2 offices and 14 employees. The firm manages assets totaling $357.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Petra Financial Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 North Nevada Ave Suite 1300
Colorado Springs, CO 80903-1626

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Petra Financial Advisors Inc Brokerage Details

Total Assets Under Management

$357,186,375

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

1,185

CO Average: 1,101
Average Account Size

$301,423

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Crystal Karstens Work History

2004 - Present (21 years)

Petra Financial Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Crystal Karstens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Petra Financial Advisors Inc

Kyle Householder
Colorado Springs, CO
Lisa Malick
Broomfield, CO
Shannon Ross
Colorado Springs, CO
Jonathan Forbes
Colorado Springs, CO
Jennifer Hernandez
Colorado Springs, CO
Crystal Karstens
Colorado Springs, CO
John Pfaffmann
Tempe, AZ
David Forbes
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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