KT
CFP
KT
CFP

Kristopher Donald Thompson

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

192 Ballard Court, Suite 400, Virginia Beach, VA, 23462

Get directions

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.

Learn about disclosures →
Other Business Activities

Kristopher is an investment advisor representative at The Ascent Group and a registered representative at Triad Advisors, LLC, dedicating full-time hours to each. He also serves as a board member for Legion of Valor, Inc., a non-profit supporting injured veterans, spending minimal time on this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2024 - August 2024 · 5 mos
Key Financial, INC.
April 2022 - February 2024 · 1 yr 10 mos
Osaic Wealth, INC.
January 2022 - January 2024 · 2 yrs
Osaic Wealth, INC.Broker
June 2021 - January 2024 · 2 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.