Kristin Terranella-Gumina
Kristin Terranella-Gumina is a registered investment advisor at Ryan Poage & CO., based in Kansas City, MO, with 17 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 205 clients with $100M 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% |
The maximum annualized management fee is determined on a case-by-case basis and the fees are negotiable.
Fee Estimator
Location
800 W. 47th Street, Suite 700, Kansas City, MO, 64112
Get directionsHistory
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 financial planning associate at Ryan Poage & Co., spending nearly full-time preparing financial plans and executing trades. She also sells fixed insurance through Ryan Poage & Co. and works as a notary public, dedicating minimal time to each.
Employment History
Current Registrations
Ryan Poage & CO.
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations4 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.