Chief Compliance Officer · Petra Financial Advisors Inc
Crystal F. Karstens
CRD 6876013 · Named on Form ADV at one SEC-registered adviser
At a glance
Petra Financial Advisors Inc, an SEC-registered wealth manager based in Colorado Springs, CO with $447 million in regulatory assets, lists Crystal F. Karstens on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Petra Financial Advisors IncChief Compliance OfficerWealth manager · Colorado Springs, CO · $447M in regulatory assets
AtlasMembers
Crystal’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jonathan S. ForbesPresident/chairman, Petra Financial Advisors Inc
- Justin N. RossPartner, Petra Financial Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Crystal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.