Kristin Printon, AIF®, WMCP®
Co-Founder & Vice President of Moxie Wealth Management
Organizing your finances and having a plan for the future doesn’t have to be stressful or overwhelming. If you’re interested in learning more, schedule an introductory call today!
Kristin Printon, AIF®, WMCP®
Co-Founder & Vice President of Moxie Wealth Management
Organizing your finances and having a plan for the future doesn’t have to be stressful or overwhelming. If you’re interested in learning more, schedule an introductory call today!
About Kristin
I arrived at my passion for finance through personal experience. I grew up in a home that wasn’t particularly adept at managing money. This led to financial challenges and some hard lessons that forced me into the workforce at age 13.
Seeing how we struggled growing up, I vowed to take control of my finances and educate myself. This personal passion is what ultimately drove me to a career as a financial advisor.
Giving back
I am a strong believer in altruism and have focused my volunteer efforts on building financial aptitude in others. I currently serve as a mentor for BestPrep to help better financial literacy in high schools through one-on-one coaching sessions with students.
Additionally, I serve as the Volunteer Chair of the Diaper Bank of Minnesota. Our goal is to distribute over 1,000,000 diapers into the Twin Cities community to families in need. For two years, I was also Chair of the Community Service Committee on the Young Professionals Board of TeamWomen. TeamWomen is a non-profit organization that “inspires women to rise together.”
Through my sub-specialty of working with attorneys, I co-founded the Law Division at North Star Resource Group in 2011. For four years, I also served as the Volunteer Financial Advisor for the American Bar Endowment. In this role, I helped young attorneys understand their finances through ongoing keynote speaking engagements at American Bar Association Young Lawyers Division Conferences.
Personal
When not at work, you’ll find me pursuing my passion for food in my kitchen or at a new local restaurant. I enjoy trying out new recipes and am grateful for a willing food-taster husband Tony and co-workers. My husband, son Tyler, daughter Avery, and I love to get outdoors with activities that include biking, hunting, and camping. I’ve recently taken up competitive duathlons, but truly enjoy any and all excuses to get outside when the weather is warm.
Services
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Comprehensive financial planning
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Debt management
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Education funding strategies
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Income protection strategies
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Investments
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Life insurance
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Mutual funds
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Retirement strategies
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Risk management
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Tax-efficient investment strategies*
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Wealth accumulation
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Wealth management
Team
Carrie Hancock, ChFC®, CLU®
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Office locations
This award was granted by TeamWomen Minnesota in 2017, based off of criteria evaluated in 2016. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2622 Minneapolis-St. Paul area wealth managers were considered for the award; 591 (23 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2304 considered, 836 winners.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0M81845.