Kristen Voigtsberger
Professional summary
Kristen Voigtsberger, who also goes by Kristen Elizabeth Voigtsberger, is a registered financial advisor currently at CERTIOR FINANCIAL GROUP, LLC located in King Of Prussia, Pennsylvania.
Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kristen has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristen Voigtsberger's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2023 - Present
CERTIOR FINANCIAL GROUP, LLC
Office #1: 20104 Valley Forge Circle, King Of Prussia, PA 19406May 25, 2022 - April 25, 2023
DRIVEADVISORY, LLC
August 25, 2021 - October 12, 2023
MYWALLST ADVISORY LLC
August 26, 2019 - October 12, 2021
HOEY INVESTMENTS, INC.
December 19, 1989 - May 14, 1990
ANDOVER SECURITIES, INC.
June 24, 1987 - December 19, 1989
CETERA WEALTH SERVICES, LLC
Primary Firm SEC Registration
CERTIOR FINANCIAL GROUP, LLC
CRD#: 285502 / SEC#: 801-108506
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2023)
Exams
Current Firm
CERTIOR FINANCIAL GROUP, LLC
CRD#: 285502 / SEC#: 801-108506
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,698 |
| AUM (Assets Under Management) | $ 452,278,597 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/20/2023 | ||
| 04/17/2023 |
Red Flags
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