KSI Financial was founded in 2012 by Kristi Berge. As an avid aviator, Kristi founded the company initially to serve her core clients, airline pilots, managing their retirement accounts and 401(k)s. With Kristi's specific knowledge of the airline industry, the company has grown to include clients from the east coast to the west coast. - Besides being specialized in the airline industry, KSI today serves a wide range of clients from various walks of life - from 6 months to 100 years+ of age - and is based in Edina, Minnesota.
As small as possible - as big as necessary. We choose to stay small so that we can keep our relationships personal.
Our core competency is investment management. In addition we offer our network of specialists to assist our clients in areas outside of our specialty.
Kristi has worked in the financial industry for 23 years beginning at Morgan Stanley and the Guinness Family Office (Iveagh Ltd).
Kristi holds a bachelor degree in Economics and Mathematics from Columbia University and is fluent in French. Upon graduation, she joined Morgan Stanley where she worked on the bond sales and trading desk in Paris, London, and New York. Kristi returned to London and joined Iveagh Ltd to work on the Investment team covering a range of products: equities, fixed income, currencies, commodities, alternative investments and real estate. After years in London, she returned to the United States to start her own investment firm, KSI Financial in 2012.
Kristi enjoys having close relationships with her clients and helping them reach their financial goals. She lives in Edina, MN, and her passion is traveling. She often accompanies her daughter to ski races across the country and loves to discover new places with her son Erik. Kristi hopes to achieve her goal of visiting 100 countries in the future.
Carin serves as Chief Compliance Officer for KSI Financial. Carin is charged with being an independent and objective resource that oversees implementation of KSI Financial's compliance and regulatory efforts.
Her experience in the financial industry spans almost 30 years. Previously serving as a Financial Center Manger with Wells Fargo Bank, N.A., she was responsible for the overall operation and success of the branch. As a managing Assistant Vice President, she coached her team in service, sales, and financial guidance. Carin was a prominent face in the Wells Fargo community, cultivating relationships with many of the area’s businesses and leading her region in performance.
Carin attended Northampton Community College and East Stroudsburg University. In her free time Carin can be found running or walking the trails of Easton with her husband or visiting the numerous vineyards in the region.
Kerstin leads the marketing at KSI Financial.
Having joined KSI Financial in April 2021, she is the newest addition to the team. Kerstin holds a master's degree in business administration from the Goethe-University in Frankfurt, Germany. She is a senior marketing and advertising executive with over 15 years of experience across a variety of product categories including fashion, education, FMCG and technology for small, mid-size and large corporations.
Kerstin enjoys learning new languages and has lived in 6 countries and 3 continents. She moved to the US with her family in 2019. When not at work, Kerstin often discovers the Minnesota outdoors with her family and dog Hobbes. She loves yoga and snowboarding, but most of all enjoys cheering on her three children at music events, in the gymnastics hall, and during ski races.
This website is provided by KSI Financial for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this website is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this website is derived from sources that KSI Financial believes to be reliable; however, KSI Financial does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.
KSI Financial is a registered investment adviser that maintains a principal place of business in the state of Minnesota. KSI Financial may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about KSI Financial’s registration status and business operations, please consult the KSI Financial’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
KSI Financial Business Continuity Plan - DOWNLOAD (PDF)