Kristin FomonCRD Number: 6370487
Current Firm: Krilogy Financial LLC
Kristin Fomon (CRD# 6370487) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Krilogy Financial, LLC||St. Louis, MO||Jul 2014 - Current||3|
|Student||Iowa City/ St. Louis, IA||Jul 2003 - May 2014||10|
|Elantas Pdg, Inc.||St. Louis, MO||Jan 2013 - Mar 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management509MILLIONS
Total Number of Accounts3,676ACCOUNTS
Average Account Value$138,493
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CO, FL, IL, KS, KY, LA, MO, NC, NE, OH, SC, TN, TX, VA, WA