Kristofor Behn, financial advisor Foxboro MA
96 score

Kristofor Behn

CRD Number: 2969045
Current Firm: Fieldstone Financial Management Group, LLC

Kristofor Behn (CRD# 2969045) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 18 years of experience in the finance industry. Kristofor Behn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fieldstone Financial Management Group, LLC Foxboro, MA Mar 2016 - Current < 1
Concert Wealth Management, Inc. San Jose, CA Mar 2015 - Apr 2016 1
Fieldstone Financial Management Group, LLC Boston, MA Jun 1996 - Sep 2015 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Kristofor R. Behn
Phone Number: 800-888-5164
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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