Kaley Kris (CRD# 7397005) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 2 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Johnson Financial Group LLC | Denver, CO | Jul 2020 - Current | 3 |
Jfg Wealth Management LLC | Denver, CO | Jul 2020 - Current | 3 |
University Of Colorado | Boulder, CO | Aug 2016 - Oct 2020 | 4 |
Johnson Financial Group | Denver, CO | Jan 2020 - Jul 2020 | < 1 |
Kayne Anderson Capital Advisors | Los Angeles, CA | Jun 2019 - Aug 2019 | < 1 |
Powercom Ltd | Tel Aviv, | May 2018 - Aug 2018 | < 1 |
Cherry Creek Family Offices | Denver, CO | Jun 2017 - Aug 2017 | < 1 |
Student | Greenwood Village, CO | Jun 2011 - Aug 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.