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

Ms. Kristi A. Mandt, CFP®, AIF®


• 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 2011

Professional Experience

• Lakeside Advisors, Inc. Vice President (since 2005)
• Millikin Mandt Associates, Inc, President & Owner (since 1995)
• KMS Financial Services, Inc, February 2005 to 2020
• Previously affiliated and licensed with Round Hill Securities, Inc, Smith Barney, Kemper Securities and
Prudential Securities from 1983 to 2005

Professional Licenses

• 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