Kristi Cromer, financial advisor Gadsden AL

Kristi Cromer

CRD Number: 6867066
Current Firm: Ae Wealth Management, LLC

Kristi Cromer (CRD# 6867066) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gadsden, AL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Advisory Services, Llc Dba Trilogy Financial Group Gadsden, AL Oct 2017 - Current 6
Ae Wealth Management Topeka, KS Oct 2017 - Current 6
Trilogy, Inc. Dba Trilogy Financial Group Gadsden, AL Apr 2010 - Current 13
Summit Planning Group, Inc. Gadsden, AL Apr 2010 - Current 13
Cromcraft, LLC Gadsden, AL Mar 1998 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Kristi A. Cromer
Phone Number: 866-363-9595
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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