Kristina L. Tenney-gatto
Professional summary
Kristina Lee Tenney-gatto, who also goes by Kristina Lee Tenney, Kristina Lee Thorlakson, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in St. Charles, Illinois.
Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kristina has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Lee Tenney-gatto's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2023 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
Office #1: 525 Tyler Rd Suite T, St. Charles, IL 60174July 13, 2000 - September 11, 2002
MPAC CAPITAL PARTNERS, L.P.
March 10, 1998 - July 17, 2000
WELLS FARGO CLEARING SERVICES, LLC
September 15, 1995 - February 19, 1998
AMERIPRISE ADVISOR SERVICES, INC.
February 22, 1995 - September 14, 1995
NEW ENGLAND SECURITIES
June 27, 1994 - September 19, 1994
MULTI-BANK SECURITIES, INC.
Primary Firm SEC Registration
TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
Exams
Series 55
Date: 8/13/1999
Limited Representative-Equity Trader ExamCurrent Firm
TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,412 |
| AUM (Assets Under Management) | $ 607,883,000 |
Red Flags
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