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.
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)