Kristen Guerrero, financial advisor Overland Park KS
93 score

Kristen Guerrero

CRD Number: 4621185
Current Firm: Pcg Wealth Management

Kristen Guerrero (CRD# 4621185) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pcg Wealth Management Overland Park, KS Jan 2018 - Current < 1
Lpl Financial LLC Overland Park, KS Jan 2018 - Current < 1
Santa Fe Soap Co Olathe, KS Feb 2017 - Current 1
Waddell & Reed, Inc. Overland Park, KS Apr 2008 - Dec 2017 9
Thirty- One Olathe, KS Jul 2010 - Dec 2011 1
Blue Valley School District Overland Park, KS Aug 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Kristen J. Guerrero
Phone Number: (913) 323-3112
Firm Website:
Registered State(s):
  • KS
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
  • Pension consulting services
Types of Clients
Registered States


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

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