Kristen Deevy is a registered investment advisor, based in Littleton, CO, with 27 years of industry experience.
Location
Littleton, CO
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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
Kristen sells non-variable insurance and annuities, dedicating minimal time to this activity. She is also a managing director at 401kdeevy LLC, a retirement consulting business, which takes nearly full-time hours, and a partner in Stetson #36, LLC and member of Aruba #303, LLC, both real estate rental companies.
Employment History
Current Registrations
World Investments, LLC
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Ing Financial Advisers, LLCBroker
Gwfs Equities, INC.Broker
One Orchard Equities, INC.Broker
State Registrations2 states
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