Kristin Strom, AIF® in

Kristin Strom, AIF®

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Financial Advisor at Fortune Financial
📍 Hopkins, Minnesota, United States

Kristin Strom is a second-generation Financial Advisor and Accredited Investment Fiduciary (AIF®) with Fortune Financial, working alongside her father. A University of St. Thomas graduate, she has been recognized as a Top Woman in Finance by Finance & Commerce and a finalist for the InvestmentNews NextGen Advisor of the Year award.

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Experience
18 Years
Current Role
Financial Advisor
Location
Hopkins, Minnesota, United States
Personality Overview

How Kristin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kristin cares about

Women in Finance
Recognized as a "Top Women in Finance" honoree and is an active member of WISE, a national organization for women advisors.
Next-Gen Advising
Named a finalist for the "NextGen Advisor of the Year" award and focuses on ESG investing for the next generation of clients.
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Career

Work history

1-2023
Financial Advisor
Fortune Financial
2-2020 - 1-2023
Director Of Client Services
Fortune Financial
5-2019 - 12-2019
Distribution Business Development Strategic Projects Manager
Allianz Life
3-2017 - 5-2019
Sr. Manager of Suitability, Trade Desk and Service Team
Questar Capital
3-2016 - 3-2017
Regional Vice President
Questar Capital
In the press

Media appearances

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Education
Finance
University of St. Thomas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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