KT
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Kristina Teneyck

31 Years of Experience
Ridgefield, CT
BrokerSells Insurance

Kristina Teneyck is a registered investment advisor at Commonwealth Financial Network, based in Ridgefield, CT, with 31 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

Ridgefield, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kristina is involved in fixed insurance sales. She is also a member and 25% owner of Prosperity, LLC, an entity created for securities and insurance business.

Employment History
Current Registrations
Commonwealth Financial Network
April 2005 - Present · 21 yrs 1 mo
Commonwealth Financial Network
April 2005 - Present · 21 yrs 1 mo
Commonwealth Financial NetworkBroker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Royal Alliance Associates, INC.
May 2002 - May 2005 · 3 yrs
Royal Alliance Associates, INC.Broker
February 2001 - September 2004 · 3 yrs 7 mos
Securities Service Network, INC.Broker
March 2000 - January 2001 · 10 mos
Linsco/private Ledger CORP.Broker
June 1997 - March 2000 · 2 yrs 9 mos
Gary Goldberg & CO., INC.Broker
October 1994 - April 1997 · 2 yrs 6 mos
State Registrations15 states
AZCACTFLMAMDMTNCNJNVNYOHPATXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.