Kristopher Beaulieu
Kristopher Beaulieu is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Worth, TX, with 24 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1622 Park Place Blvd, Fort Worth, TX, 76110
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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
Kristopher is an insurance agent with Clarity Financial Group, spending a few hours per week on life, long-term care, and disability insurance sales. He also owns and manages a commercial building and serves as a board member for the Texas Civil Rights Project, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Wfg Advisors, LP
Wfg Investments, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
First Investors CorporationBroker
State Registrations18 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.