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Team Bio

The Caudill Haag Financial Consulting Group has been serving the greater Kansas City area for more than
30 years. Our mission is simple, to help our clients shape their future and realize their financial goals.
We are driven by a passion to help safeguard the things that matter most to you.
Our process begins with getting to know you. We utilize a discovery process to truly understand your
dreams, ambitions, and concerns. This comprehensive, goals-based approach is the foundation we use
to develop your personal investment strategy which factors in your current financial situation, risk
tolerance, long-term goals, and any unique circumstances.
We do not take lightly our responsibility as trusted advisors. We use strategies and techniques
developed over multiple market cycles. Everyday, we strive to affirm our clients’ trust and confidence by
delivering unparalleled service and experience.

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Kristen Haag

Kristen Haag

  • MBA
  • Financial Consultant
Caudill Haag Financial Consulting Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, HI, IA, IL, IN, KS, MI, MO, NC, NE, NH, NV, NY, OH, OK, PA, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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