Krista Ketelsen
NavPoint Financial · Prior Lake, Minnesota
Krista Ketelsen is a fee-only financial advisor at NavPoint Financial in Prior Lake, Minnesota. Krista charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on small business owners.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | NavPoint Financial |
|---|---|
| Based in | Prior Lake, Minnesota |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Assets under management | $752.2M across 945 accounts |
| SEC registration | Investment adviser representative in MN · CRD 4674252 |
| Exams passed | Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.navpoint-financial.com |
How Krista's firm compares
- NavPoint Financial's average account is about $796,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Krista
Is Krista Ketelsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Krista holds no broker registration, and NavPoint Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Krista charge for financial advice?
Krista charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
Where is Krista Ketelsen based?
Krista Ketelsen is based in Prior Lake, Minnesota.
What does Krista specialize in?
Krista's specialties include small business owners. Krista works with executives and high earners.
Is Krista Ketelsen registered with the SEC?
Yes. Krista Ketelsen is registered as an investment adviser representative in MN (CRD 4674252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NavPoint Financial manage?
NavPoint Financial reports $752.2M across 945 accounts in assets under management.
How do I contact Krista Ketelsen?
Through Krista's website, www.navpoint-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- NavPoint Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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