Kristin Kornemann is a CFP-designated registered investment advisor, based in Rockville, MD, with 28 years of industry experience. Kristin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristin is a salesperson for Erie Insurance and an agent/broker for Financial Advantage Brokerage, both involving fixed insurance sales. She also serves as the president of a homeowners association; each of these activities requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
MML Investors Services, INC.Broker
State Registrations23 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.
Exams
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