Pecaut Wealth Management
47yrs
Top advisor by experience in Sioux City
24yrs
Kris Westergaard
Full name on record: Kris Jon Westergaard
Financial advisor at Momentum Independent Network
Kris Westergaard is a fiduciary financial advisor in Sioux City, Iowa, with 24 years in the industry. Kris joined Momentum Independent Network in 2009, after a year at Wells Fargo Advisors and five years at A. G. Edwards & Sons. Kris holds the CFP® designation.
One of 68 advisors with offices in Sioux City, and one of 58 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 71% of advisors in Iowa
Office302 Jones St Suite 340, Sioux City, IA 51101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$553,086
Advisors at the firm100
States licensed ?2 states
Services through Momentum Independent Network
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMomentum Independent Network Inc.Current firm
- Jan 2008 – Feb 2009Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Kris
(214) 859-1800Firm headquarters in Dallas, TX. Ask for Kris. 302 Jones St Suite 340Sioux City, IA 51101Office · Get directions
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Questions to ask Kris
Tailored to Kris’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kris
How do I contact Kris?
Call Momentum Independent Network at (214) 859-1800 and ask for Kris Westergaard. Kris works from the Sioux City, IA office.
How long has Kris been a financial advisor?
Kris has been in the industry since 2002, about 24 years. More experience than 71% of advisors in Iowa.
What licenses does Kris hold?
Series 66. Tap any license on this page to see what it allows.
Is Kris a fiduciary?
Kris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kris paid?
Momentum Independent Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Kris for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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