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Our financial advice team


Kristen Wenaas, Private Wealth Advisor serving the Denver, CO area - Ameriprise Advisors

Kristen Wenaas

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Avanti Wealth Solutions
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, University of Colorado at Boulder, Leeds School of Business

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Avanti Wealth Solutions, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Business Process & IT Consultant, Inverness Consulting, 2000-2010
  • Consultant, Accenture, LLP, 1994-1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Help & Hope Center, Board Member, Treasurer
  • Cherry Hills Community Church, Grace Place Volunteer
  • Valor Christian High School, Volunteer
  • Plum Creek Church, Financial Peace Volunteer

Interests

  • The most precious time for me is time spent with my husband, Mark, and our two kids, Taylor and Brody.
  • I also enjoy the Colorado mountains with skiing, biking and hiking.
  • Traveling, reading and walking our dog, Piper, fill up any spare time.