Advisor at Boelte O'Hara Wealth Management
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Firm
Boelte O'Hara Wealth Management
Location
Clarksville, VA 23927
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Kristine Boelte is a CFP® with 23 years of industry experience. She is the principal of Boelte O'Hara Wealth Management, an independent advisory firm, and has previously worked with Purshe Kaplan Sterling Investments and Summit Brokerage Services. Outside of advisory services, she provides clients with fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management offers fee-based investment advisory and financial planning services to individuals, families, and high-net-worth clients. The firm manages approximately $16.8 million across 144 client relationships, providing customized portfolio management, financial planning, and qualified plan consulting using both fundamental and technical analysis.
Based on Boelte O'Hara Wealth Management
Flat fees up to $20,000 for financial planning and qualified plan consulting services, Estate planning fees $400 to $2,950
$300 per hour for financial planning and qualified plan consulting services
Fee-only: Hourly fee of $300 per hour, Fixed fees up to $20,000 for financial planning, Estate planning fees ranging from $400 to $2,950, Qualified plan consulting fees up to $20,000 or hourly $300
403 Virginia Avenue
Clarksville, VA 23927
Virginia
Purshe Kaplan Sterling Investments
2019 - Present (7 years)
Kristine A. Boelte & Associates, LLC
2015 - Present (11 years)
Summit Brokerage Services
2015 - 2018 (3 years)
SKB Properties
2013 - 2024 (11 years)
Absolute Contracting and Development
2004 - 2024 (20 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
Stovall, NC
Private Client Services, LLC
Series 66
Clarksville, VA
Cambridge Investment Research Advisors
Series 66
Chase City, VA
Edward Jones
Series 63, Series 66
Chase City, VA
Edward Jones
CFP®, CFA®, Series 66
Chase City, VA
Edward Jones
Series 63, Series 66
Red Oak, VA
Fidelity
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