Kristin Menz-YianniCRD 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 8 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|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|
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
Total Assets Under Management39MILLIONS
Total Number of Accounts346ACCOUNTS
Average Account Value$111,590
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, MI, NM, NV, NY, OR, TX, VA, WA
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