Kristen Deevy, financial advisor Littleton CO
93 score

Kristen Deevy

CRD Number: 3168635
Current Firm: Kestra Advisory Services, LLC

Kristen Deevy (CRD# 3168635) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Littleton, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Strategic Retirement Partners Shorewood, IL Dec 2015 - Current 2
Nfp Advisor Services, LLC Austin, TX Aug 2014 - Apr 2016 1
Cobiz Insurance Denver, CO Jul 2010 - Sep 2015 5
Financial Telesis Inc. San Rafael, CA Jul 2010 - Aug 2014 4
Ing Financial Advisers, LLC Denver, CO Jul 2004 - Jul 2010 6
Ing Denver, CO Jul 2004 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Kristen A. Deevy
Phone Number: 7374437101
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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