Crystal Karstens has been Chief Compliance Officer of Petra Financial Advisors since March 2023, is a control person of the firm and directly owns under 5% of it.
Petra Financial Advisors Inc is a Colorado Springs, CO firm with $447M under management, 378 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Crystal Karstens is Chief Compliance Officer and Associate Financial Planner of Petra Financial Advisors, based in Colorado Springs. She began at Petra in 2004 as the receptionist and later took on compliance, financial planning and operations responsibilities. Much of her work is internal, with some direct client work through financial planning and account servicing.
- Petra Financial Advisors IncCurrent– present · 8 yearsColorado Springs, CO · Adviser representative · Firm CRD 107196
Investment adviser representative registrations
Crystal Karstens is registered as an investment adviser representative in Colorado, since November 2017.
- ColoradoSince 13 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Crystal Faith Karstens
- CRD
- 6876013
- Firm
- Petra Financial Advisors · CRD 107196
- Role
- Chief Compliance Officer
- Office
- 2 NORTH NEVADA AVE SUITE 1300, Colorado Springs, CO 80903-1626
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- petrafinancial.com
Where does Crystal Karstens work?
Crystal Karstens has been Chief Compliance Officer of Petra Financial Advisors Inc since March 2023, and is a control person of the firm.
Is Crystal Karstens a financial advisor?
Yes. Crystal Karstens has a current investment-adviser registration in Colorado, through Petra Financial Advisors since November 2017.
How many years of experience does Crystal Karstens have?
Crystal Karstens has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Crystal Karstens passed?
Crystal Karstens passed the Series 65 in November 2017.
Where is Crystal Karstens based?
Crystal Karstens’ registered office is in Colorado Springs, CO.
Is Crystal Karstens registered with FINRA?
No. Crystal Karstens has no current broker registration.
How can I verify Crystal Karstens’ record?
Search CRD 6876013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Crystal Karstens’ full registration record.