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KM

Kristopher Charles Mink

TPG FINANCIAL ADVISORS
Austin, TX
·CRD# 2560213·31 years experience

Professional Summary

Kristopher Charles Mink, who also goes by Kc Mink, is a registered financial advisor currently at TPG FINANCIAL ADVISORS, LLC located in Austin, Texas. Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kristopher has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kc Mink

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

TPG FINANCIAL ADVISORS, LLC·CRD# 141153
RIA
2802 Flintrock Trace Suite 208, Austin, TX 78738
October 31, 2006 - Present
GENEOS WEALTH MANAGEMENT, INC.·CRD# 120894
BD
Portland, OR
October 16, 2006 - June 4, 2019
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Portland, OR
March 17, 2003 - October 18, 2006
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Portland, OR
October 28, 2002 - October 18, 2006
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
BD
Boston, MA
September 25, 2001 - April 10, 2002
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
May 3, 1999 - October 23, 2002
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
January 31, 1995 - May 3, 1999

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Current Firm

TF
TPG FINANCIAL ADVISORS, LLC

IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC

CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - SEC (12/20/2012 Approved)
California
Registered Investment Advisory firm - California (1/19/2013 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (12/20/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/20/2012 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/28/2013 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

11850 Sw 67th Avenue Suite 100, Portland, OR 97223

Phone Number

(503) 241-9550

# of Employees

21

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (RETIREMENT PLANS) (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,635

AUM (Assets Under Management)

$2,217,933,597

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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.

1)Licensed to sell insurance under parent company The Partners Group, Ltd.; 2)Rental Income

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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".
TF
TPG FINANCIAL ADVISORS, LLC

IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC

CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - SEC (12/20/2012 Approved)
California
Registered Investment Advisory firm - California (1/19/2013 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (12/20/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/20/2012 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/28/2013 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Oregon
(11/9/2006)
IAR
Texas
(4/11/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1995About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Charles Mink's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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KM
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