Kristie Messina is a registered investment advisor, based in Dallas, TX, with 9 years of industry experience.
Location
5960 Berkshire Lane, 6th Floor, Dallas, TX, 75225
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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
Kristie is the CCO, Financial Advisor, and Managing Partner at Messina Wealth Management, LLC, dedicating full-time hours to compliance, operations, and investment advice. Kristie also sells and services life insurance, annuities, and health insurance policies as a Full Life Agent, spending about 10-20% of her time on this activity. Kristie is also the owner of KBM Wealth Management, but spends no time on it.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Messina Wealth Management, LLC
Purshe Kaplan Sterling Investments
Previous Registrations
Messina Wealth Management, LLC
Hilltop Securities INC.
Hilltop Securities INC.Broker
State Registrations9 states
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