Kristen Wohlschlegel

Kristen Wohlschlegel

Client Services & New Business Coordinator

Kristen started her career at Equitable working as an Executive Assistant for the Branch Manager.  Her past careers include over 10 years of real estate sales and service in Northern Virginia and Washington DC.

 

As Client Services Coordinator, Kristen is responsible working closely with clients and the advisors of 1804 Financial to ensure a seamless and consummate experience. Kristen is also responsible for coordinating the marketing efforts for the group.

 

Kristen Wohlschlegel provides administrative support services only.

 

 

 


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (703) 205-0312