KE
CFP · ChFC
KE
CFP · ChFC

Kristopher Forest Etter

23 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
79 clients
Average Client Portfolio
$247K average
Assets Under Management
$19.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

2525 Robinhood St, Suite 210, Houston, TX, 77005

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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

Kristopher is a partner and property manager for Etter Amalgamated, Inc. since 2003, and spends a few hours per week on this. He is also an independent insurance agent and CFP, dedicating about 10-20% of his time, and is involved with Webb & Etter TX, LLC and Perfit Realty, spending minimal time on each.

Employment History
Current Registrations
Beacon Financial Planners, INC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Calton & Associates, INC.Broker
November 2017 - December 2018 · 1 yr 1 mo
Westpark Wealth Advisors
September 2011 - December 2018 · 7 yrs 3 mos
Ims Securities, INC.Broker
July 2004 - November 2017 · 13 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2002 - July 2004 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.