Lawrence Kriesmer, financial advisor San Diego CA

Lawrence Kriesmer

CRD Number: 1574511
Current Firm: Measured Risk Portfolios

Lawrence Kriesmer (CRD# 1574511) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Measured Risk Portfolios, Inc. San Diego, CA Sep 2002 - Current 18
D/b/a Kingsroad Financial & Insurance Services San Diego, CA Sep 2002 - Current 18
Independent Financial Group, LLC San Diego, CA Nov 2006 - Sep 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Contact Info for Lawrence D. Kriesmer
Phone Number: 858-935-1125
Registered State(s):
  • AZ
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $181,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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

AZ, CA, CO, FL, HI, IL, NE, NV, NY, OR, PA, TX, WA

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