Kristen Manweiler (CRD# 6996935) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 5 years of experience in the finance industry. Kristen Manweiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | Athens, GA | Jun 2018 - Current | 5 |
| Garcia Hasler Tax Group | Athens, GA | Oct 2015 - Jul 2018 | 2 |
| Cannon Financial Strategists, Inc. | Athens, GA | Jul 2017 - Jun 2018 | < 1 |
| Student | Athens, GA | Aug 2011 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- GA
-
Total Assets Under Management1,347MILLIONS
-
Total Number of Accounts2,837ACCOUNTS
-
Average Account Value$474,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, GA, KS, LA, NC, SC, TN, TX
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