Kristi Trowbridge
Kristi Trowbridge is a CFP-designated registered investment advisor at Nfsg Corporation, based in Hoover, AL, with 30 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
2108 Rocky Ridge Road, Suite 1, Hoover, AL, 35216
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2015Other Business ActivitiesSells Insurance
Kristi owns Trowbridge Wealth Management, LLC, where she works nearly full-time providing investment advisory services, insurance, and tax/accounting services. She also owns TrowCo., LLC for passive investing and III DNT, LLC for real estate activities, dedicating minimal time to each.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Compass Brokerage, INC.
Compass Brokerage, INC.Broker
State Registrations10 states
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.