Advisor at Navpoint Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Navpoint Financial, Inc.
Location
Prior Lake, MN 55372
Credentials
Series 66
Industry experience
22 years
Krista Ketelsen is a financial advisor with Navpoint Financial, Inc. in Prior Lake, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Navpoint Financial since 2003 and previously spent 13 years at Capital Management Securities, Inc. Navpoint Financial, Inc. provides investment management and comprehensive financial planning services to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach integrates employer-sponsored benefit plans and concentrated positions, employing a combination of fundamental, technical, and cyclical analysis along with varied trading strategies tailored to client objectives.
Based on Navpoint Financial, Inc.
Based on Navpoint Financial, Inc.
Fixed fees from $500 to $20,000 annually for financial planning and related services
0% to 2% annually
$150 - $600 per hour for special projects
Account minimum: $3 million Minimum fee: Fixed fees generally range from $500 to $20,000 annually Fee-only: Financial planning fees as fixed fees; hourly charges for special projects $150 - $600 per hour
16180 Hastings Ave Se Suite 301
Prior Lake, MN 55372
Minnesota
Capital Management Securities, Inc.
2003 - 2016 (13 years)
Navpoint Financial, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
Series 66
Eden Prairie, MN
Trustmerit Capital
Series 66
Bloomington, MN
KMB Wealth Management, LLC
Series 63, Series 65
Bloomington, MN
Fiduciary Wealth
Series 65
Eden Prairie, MN
Wenzel Analytics, Inc.
Series 66
Bloomington, MN
Summit Advisor Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")