Kristi Carlson
Chief Financial Officer
Kristi Carlson
Chief Financial Officer
I support our growth by managing the financials associated with the day-to-day operations of Integrated for all offices throughout the country. This includes everything from negotiating and implementing new and renewing leases, managing basic services to keep our operations running, interacting with various vendors that support us and paying the bills to keep the lights on! My work is aimed at freeing our advisors to focus on growing their client business.
Our success afforded me a big win recently as we scaled for growth. We had six office relocations in six months, all in the midst of setting up our new model with LPL! In the past these types of office moves had been done one at a time and not on such extremely short timeframes. But we marshaled our resources, developed efficiencies and came together as a team, and the result was well worth the effort. The advisors love the improved functionality, cost structure and marketing appeal of their new offices.
My professional background has facilitated the expansion of Integrated since the late 1990s. During that time, we transitioned three broker dealers and grew from two offices to dozens of offices nationwide. I continue to focus on working with advisors to help make their everyday business life easier. This includes supporting staff payroll functions and commissions and making sure they have a welcoming office for client meetings.
Rounding out my life finds me in North Carolina for two weeks every summer with my husband and three children. We enjoy spending time on the beach before the routine of the school year and sports starts up again.
Coming together is a beginning; keeping together is progress;
working together is success.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.