Kristy Kuhlmann

With over 23 years’ experience in the financial services industry, Kristy brings an unwavering dedication to her clients. She is known for her commitment to excellence, specializing in creating personalized wealth management and financial planning strategies that cater to the intricate needs of high-net-worth individuals. She is adept at explaining complex concepts and strategies in simple and understandable terms, facilitating a collaborative relationship with clients based on mutual trust. 

Kristy is responsible for acquiring new high-net-worth clients, supporting financial advisory teams and driving revenue growth through strategic business development practices. She works diligently with her team of experts behind the scenes to provide sound, non-biased financial and investment advice. She, along with her entire team, is committed to strict fiduciary standards that require advisors to act in the best interests of their clients, prioritizing the client’s needs above their own, while helping them to achieve their long-term goals of a financially secure retirement. 

Kristy lives in Lakeville, Minnesota, just outside the Twin Cities, with her two daughters and son, along with their two high-energy golden retrievers. She’s a proud supporter of Faith’s Lodge (The Child Loss Foundation) in honor of her daughter Abigaile, who passed away in infancy. Kristy enjoys traveling, reading, attending concerts and theater productions, writing and puzzles. She is active in her faith and in volunteerism with her daughter’s gymnastics gym and her children’s private school.