Broker Check
Ms. Kristi A. Mandt, CFP®, AIF®

Ms. Kristi A. Mandt, CFP®, AIF®

Education

  • Bachelor of Arts Degree, University of Puget Sound (Finance & Economics) 1980
  • Certified Financial Planner, College for Financial Planning 1991
  • Master Elite IRA Adviser 2007-2010; Trained under Ed Slott in IRA strategies
  • Accredited Investment Fiduciary, Center For Fiduciary Studies

Professional Experience

  • Millikin Mandt Associates, Inc, President & Co-Owner (since 1995)
  • KMS Financial Services, Inc, February 2005 to present
  • Licensed since February 1983, previously affiliated with Round Hill Securities, Inc, Smith Barney, Kemper Securities and Prudential Securities

Professional Licenses

  • Securities Registered Representative
  • Insurance, Life & Health

Associations & Activities

  • Seattle Society of Human Resource Management Association, Past President and Board Member
  • Seattle Chinese Garden Society, former Treasurer, VP and Board Member
  • Women Business Owners, former Treasurer and Board Member
  • West Seattle Chamber of Commerce, former President & Board Member
  • Sound Transit Citizens Oversight Panel, former member
  • Eastside Women’s Forum, former Treasurer and Board Member
  • West Seattle Garden Tour, founding board member, 1994 to 2012 
  • King County Women’s Advisory Commission, former member
  • Seattle Opera Guild, former Treasurer of fund-raising group Parties & Previews