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Kristen Kennedy

7 Years of Experience
Albuquerque, NM
Broker

Kristen Kennedy is a registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 7 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6100 Uptown Blvd NE Ste 500, Albuquerque, NM, 87110

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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 Activities

Kristen owns Kennedy Financial Network, providing financial planning and investment management services, which takes a full-time commitment. She also works as a notary public and serves as a successor trustee for clients' trusts, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2018 - June 2023 · 4 yrs 6 mos
State Registrations15 states
AZCACOFLIDILMNMONCNMNYORTNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristen Kennedy - Financial Advisor | TrueAdvisor