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KV

Kristen E. Voigtsberger

CERTIOR FINANCIAL GROUP
King Of Prussia, PA 19406
Some features on this profile are disabled
CRD#: 1692945
KV

Professional summary

Kristen Elizabeth 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Elizabeth Voigtsberger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Compliers Consulting Services, LLC, New York NY, Securities industry consulting, Independent Contractor, 7/2021, 20 hours/month, 20 hours during trading hours, Consultant

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Elizabeth Voigtsberger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 4, 2023 - Present

CERTIOR FINANCIAL GROUP, LLC

Office #1: 20104 Valley Forge Circle, King Of Prussia, PA 19406
RIA
CRD#: 285502
King Of Prussia, PA
Past

May 25, 2022 - April 25, 2023

DRIVEADVISORY, LLC

RIA
CRD#: 315146
West Chester, PA
Past

August 25, 2021 - October 12, 2023

MYWALLST ADVISORY LLC

RIA
CRD#: 311970
West Chester, PA
Past

August 26, 2019 - October 12, 2021

HOEY INVESTMENTS, INC.

RIA
CRD#: 152103
WEST CHESTER, PA
Past

December 19, 1989 - May 14, 1990

ANDOVER SECURITIES, INC.

BD
CRD#: 16903
Past

June 24, 1987 - December 19, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP | THE CERTIOR GROUP | KORLEONE FINANCIAL GROUP, LLC | KANTOR FINANCIAL GROUP, LLC | DROZDOW FINANCIAL | DREYFUSS WEALTH MANAGEMENT | CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA
Registered Investment Advisory firm - (10/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(10/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/1987
General Securities Representative Examination

Current Firm

CF
CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP | THE CERTIOR GROUP | KORLEONE FINANCIAL GROUP, LLC | KANTOR FINANCIAL GROUP, LLC | DROZDOW FINANCIAL | DREYFUSS WEALTH MANAGEMENT | CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA
Registered Investment Advisory firm - (10/17/2016 Approved)
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Contact information

Main Address
20104 Valley Forge Circle, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 783-7010
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CERTIOR FINANCIAL GROUP FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts1,715
AUM (Assets Under Management)$ 387,975,052

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/20/2023
Cover Page
Report
04/17/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502King Of Prussia, PA 19406

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