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Kristin Terranella-Gumina

Ryan Poage & CO.
18 Years of Experience
Kansas City, MO
BrokerSells Insurance
View SEC Summary
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Kristin Terranella-Gumina is a registered investment advisor at Ryan Poage & CO., based in Kansas City, MO, with 18 years of industry experience. Kristin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 192 clients with $110M in assets under management.

Ryan Poage & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
192 clients
Average Client Portfolio
$595K average
Assets Under Management
$114.2M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annualized management fee will not exceed 2.00% and is determined on a case-by-case basis depending on complexity, services, and asset value. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4435 Main St., Suite 750, Kansas City, MO, 64111

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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

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.
July 2011 - Present · 15 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2011 - Present · 15 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2011 - June 2011 · 0 mos
Securities America Advisors, INC.
August 2010 - June 2011 · 10 mos
Securities America, INC.Broker
August 2010 - June 2011 · 10 mos
Waddell & Reed, INC.
October 2008 - August 2010 · 1 yr 10 mos
Waddell & Reed, INC.Broker
July 2008 - August 2010 · 2 yrs 1 mo
State Registrations4 states
COKSMOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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