Kristen Kirkwood, financial advisor Cincinnati OH

Kristen Kirkwood

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kristen Kirkwood
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    34,632
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $961,999,570
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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