KH
KH

Kristen Hafner

18 Years of Experience
Westlake Village, CA
BrokerSells Insurance

Kristen Hafner is a registered investment advisor, based in Westlake Village, CA, with 18 years of industry experience.

Location

141 Duesenberg Dr., Ste 7B, Westlake Village, CA, 91362

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kristen is an independent insurance agent and founder of Financial Moxie Inc. DBA Divorce Moxie, providing divorce planning services, taking about half of her time. She is also involved in various other business activities including advisory rep for CIRA, founder of Moxie Bootcamp, and chapter leader for The W Source.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2009 - Present · 17 yrs
Cambridge Investment Research, INC.
July 2009 - Present · 17 yrs
Previous Registrations
Financial Network Investment Corporation
January 2009 - June 2009 · 5 mos
Financial Network Investment Corporation
May 2008 - November 2008 · 6 mos
Financial Network Investment CorporationBroker
February 2008 - June 2009 · 1 yr 4 mos
State Registrations12 states
AZCACOCTFLIAILMINYOHPATX
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.