Kristina Runzer, financial advisor Philadelphia PA
90 score

Kristina Runzer

CRD Number: 6117154
Current Firm: Mcadam LLC

Kristina Runzer (CRD# 6117154) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Philadelphia PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Similar Advisors
Jeffrey Jones, financial advisor Philadelphia PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Similar Advisors
Richard Welch, financial advisor Philadelphia PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 2
Mcadam LLC Philadelphia, PA Oct 2014 - Current 2
Mcadam Financial Group Philadelphia, PA Jul 2014 - Oct 2014 < 1
Ing Financial Partners Inc. Philadelphia, PA Sep 2012 - Oct 2014 2
The Pennsylvania State University State College, PA Aug 2008 - May 2012 3
Vecchia Osteria Newtown, PA May 2011 - Sep 2011 < 1
T.g.i Fridays State College, PA Jun 2010 - May 2011 < 1
Vecchia Osteria Newtown, PA May 2009 - Jun 2010 1
Stoneridge, Inc. Feasterville, PA May 2008 - Sep 2008 < 1
Meglios Pizzeria Newtown, PA May 2004 - Sep 2008 4
Stoneridge, Inc. Feasterville, PA May 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Kristina M. Runzer
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.