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KV

Kristopher J. Van Stralen

EVIDENCIAL FINANCIAL CONSULTING
Orinda, CA
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CRD#: 1709046
KV

Professional summary


Kristopher John Van Stralen, who also goes by Kristopher John Vanstralen, is a registered financial advisor currently at EVIDENCIAL FINANCIAL CONSULTING located in Orinda, California.

Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kristopher has worked at 9 firms and has passed the Series 63, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kristopher John Vanstralen

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kristopher John Van Stralen's 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

August 15, 2018 - Present

EVIDENCIAL FINANCIAL CONSULTING

RIA
CRD#: 298003
Orinda, CA
Past

November 2, 2017 - July 26, 2019

VR ADVISORS, LLC

RIA
CRD#: 288803
LAFAYETTE, CA
Past

January 1, 2017 - November 9, 2017

CREEKSIDE PARTNERS

RIA
CRD#: 125401
LAFAYETTE, CA
Past

October 27, 2008 - June 13, 2014

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
SAN FRANCISCO, CA
Past

February 29, 2008 - July 18, 2008

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SAN FRANCISCO, CA
Past

February 6, 2004 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
SAN FRANCISCO, CA
Past

October 1, 1999 - February 6, 2004

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

May 20, 1997 - August 16, 1999

VOLPE BROWN WHELAN & COMPANY, LLC

BD
CRD#: 18329
SAN FRANCISCO, CA
Past

November 19, 1992 - April 1, 1997

VOLPE BROWN WHELAN & COMPANY, LLC

BD
CRD#: 18329
SAN FRANCISCO, CA
Past

June 23, 1989 - October 28, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 22, 1987 - August 11, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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
California
(8/15/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 4/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EF
EVIDENCIAL FINANCIAL CONSULTING
EVIDENCIAL FINANCIAL CONSULTING | EVIDENCIAL FINANCIAL CONSULTING LLC

CRD#: 298003 / SEC#:

California
Registered Investment Advisory firm - (8/15/2018 Approved)
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Contact information


Main Address
Orinda, CA
Mailing Address
Phone number
(415) 902-3632
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts26
AUM (Assets Under Management)$ 9,686,000

Red Flags


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

Company Information


EVIDENCIAL FINANCIAL CONSULTING

CRD#: 298003Orinda, CA

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Contact information


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