Kristin Menz-Yianni, financial advisor Chesterfield VA
68 score

Kristin Menz-Yianni

CRD Number: 5380251
Current Firm: Cpr Investments Inc.

Kristin Menz-Yianni (CRD# 5380251) is an Investment Advisor Representative working at Cpr Investments Inc. in Chesterfield, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cpr Financial Group Chesterfield, VA Jan 2016 - Current < 1
Cpr Investments Inc. Chesterfield, VA Jan 2016 - Current < 1
Ct Executive Benefits Group Richmond, VA Jun 2003 - Current 13
Hbw Advisory Services LLC Simi Valley, CA Dec 2009 - Jan 2016 6
Hbw Securities LLC Simi Valley, CA Jul 2008 - Jan 2016 7
Vero Conulting Richmond, VA Jun 2007 - Apr 2008 < 1
Captrust Executive Benefits Group Richmond, VA Mar 2006 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kristin M. Menz-Yianni
Phone Number: 800-213-1164
Registered State(s):
  • VA
Current Firm Details
Cpr Investments Inc.
Firm's CRD Number: 139067
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $111,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MI, NM, NV, NY, OR, TX, VA, WA

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BADGES
68

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