Kristin Larson, CFP®, CPWA®
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Kristin Larson, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MN
  • NH
  • NM
  • NY
  • TX
  • UT
  • VA
  • WI

Kristin Larson, CFP®, CPWA®

Recognized as an industry leader:

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Kristin Larson, CFP®, CPWA®

Education

  • University of Minnesota - Twin Cities, B.S.B. Accounting

Credentials

  • Certified Private Wealth Advisor®
  • CERTIFIED FINANCIAL PLANNER®

Kristin Larson, CFP®, CPWA®

80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Email Me

Kristin Larson, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MN
  • NH
  • NM
  • NY
  • TX
  • UT
  • VA
  • WI

Recognized as an industry leader:

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Education

  • University of Minnesota - Twin Cities, B.S.B. Accounting

Credentials

  • Certified Private Wealth Advisor®
  • CERTIFIED FINANCIAL PLANNER®
80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Email Me

kristin.larson@ubs.com
Kristin Larson, CFP®, CPWA®
80 South 8th Street,Minneapolis,MN,55402

Nancy Hopp

Senior Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • KY
  • MI
  • MN
  • NJ
  • NY
  • TX
  • VA
  • WA
  • WI

Nancy Hopp

80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Email Me

Nancy Hopp

Senior Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • KY
  • MI
  • MN
  • NJ
  • NY
  • TX
  • VA
  • WA
  • WI
80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Email Me

nancy.hopp@ubs.com
Nancy Hopp
80 South 8th Street,Minneapolis,MN,55402

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