Kristen Manweiler, financial advisor Athens GA

Kristen Manweiler

CRD Number: 6996935
Current Firm: Cannon Financial Strategists, Inc.

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.

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Professional Designations
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
Contact Info for Kristen B. Manweiler
Phone Number: 706-548-3422
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,347
    MILLIONS
  • Total Number of Accounts
    2,837
    ACCOUNTS
  • Average Account Value
    $474,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, FL, GA, KS, LA, NC, SC, TN, TX

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