Kristopher Etter (CRD# 4562123) is an Investment Advisor Representative working at Beacon Financial Planners, Inc. in Houston, TX and has over 20 years of experience in the finance industry. Kristopher Etter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Financial Planners, Inc. | Grapevine, TX | Sep 2018 - Current | 5 |
| Etter Amalgamated, Inc. | Grapevine, TX | Jan 2003 - Current | 21 |
| Kla Realty Ltd | Grapevine, TX | Jan 2003 - Current | 21 |
| Calton & Associates | Houston, TX | Dec 2017 - Dec 2018 | 1 |
| Westpark Wealth Advisors, Inc. | Houston, TX | Dec 2017 - Dec 2018 | 1 |
| Efs, Inc. | Grapevine, TX | Jan 2005 - Dec 2018 | 13 |
| Ims Securities, Inc. | Houston, TX | Jul 2004 - Nov 2017 | 13 |
| Ims Financial Advisors, Inc. | Houston, TX | Sep 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
- TX
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Total Assets Under Management15MILLIONS
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Total Number of Accounts149ACCOUNTS
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Average Account Value$97,905
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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