Kristen KirkwoodCRD Number: 6901638
Current Firm: Touchstone Advisors Inc.
Kristen Kirkwood (CRD# 6901638) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Ubs Financial Services Inc.
|Touchstone Securities, Inc.||Cincinnati, OH||Apr 2019 - Current||3|
|Ifs Financial Services||Cincinnati, OH||Apr 2019 - Current||3|
|Ohio National Equities||Cincinnati, OH||Jan 2018 - Mar 2019||1|
|Ohio National Financial Services||Cincinnati, OH||Jun 2014 - Mar 2019||4|
|Garretson Resolution Group||Cincinnati, OH||Jan 2013 - May 2014||1|
|Garretson Resolution Group||Charlotte, NC||May 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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