KRISTIN LYNN GEDERT

KRISTIN LYNN GEDERT is currently employed as a Broker and/or Investment Adviser at AMERIPRISE FINANCIAL SERVICES, INC. located at 836 W SOUTH BOUNDARY ST, STE 2B, PERRYSBURG, OH, 43551.

KRISTIN LYNN GEDERT has worked at AMERIPRISE FINANCIAL SERVICES, INC. since September 10, 1996

Disclosure History

KRISTIN LYNN GEDERT has 1 Disclosure Event(s).

Date: September 07, 2006
Category: Customer Dispute
Allegations: CLIENT ALLEGES THAT THE REPLACEMENT OF TWO UNIVERSAL LIFE POLICIES WITH A VARIABLE UNIVERSAL LIFE IN DECEMBER 2000 WAS NOT SUITABLE GIVEN THE INSURED'S AGE AND FINANCIAL GOALS AND OBJECTIVES AT THE TIME OF SALE.
Damage Amount Requested: $35,000.00
Settlement Amount: $50,000.00
Broker Comment: OUR REVIEW FOUND THIS REPLACEMENT WAS NOT SUITABLE GIVEN THE CLIENT'S GOALS AND OBJECTIVES AT THE TIME OF SALE.

More Information

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