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Our financial advice team


Kristy R Barzen, Financial Advisor serving the Des Moines, IA area - Ameriprise Advisors

Kristy R Barzen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Barzen & Associates Wealth Advisors on Grand
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certifed Financial Planner designation on 10/16/1996 from CFP Board of Standards
  • Series 63 State Securities license
  • State of Iowa Insurance license
  • Series 7 license -General Securities Representative Examination

Education

  • B.A., Upper Iowa University, 1990
  • A.A., Des Moines Area Community College, 1987

Community participation

  • PTA and involved in son's school Roosevelt High School and Merrill Middle School
  • Previous Den Leader for Webelo Cub Scouts
  • Past President of Westwood Neighborhood Association
  • Participate in 100+ Women in Des Moines. We meet quarterly and commit to donate $100 each meeting. 3 presentations are made and one is voted on each meeting. Over $10,000 is donated each quarter. All donations go to Des Moines charities with the intent to help in our own community.
  • Member of West Side Chamber

Interests

  • Traveling
  • Hiking
  • Biking
  • Yoga
  • Anything active outdoors
  • Support and attend productions at the Civic Center, Hoyt Sherman, Temple for Performing Arts, DM Playhouse, Stage West, 48 Hour Film Festival, anything supporting the Arts!
  • West Side Chamber member
  • 100 + Women Who Care in Des Moines member