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KK

Kirsten E. Knull

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CRD#: 3005957
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kirsten Elise Knull, who also goes by Kirsten Mathias, was a registered financial professional .

Kirsten is a previously registered financial professional and started their career in finance in 1998. Kirsten had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kirsten Mathias

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 25, 2013 - March 29, 2017

MONEYGUIDE ADVISORY, INC.

RIA
CRD#: 169255
POWHATAN, VA
Past

December 3, 2009 - July 18, 2011

INVESTFORLESS

RIA
CRD#: 151577
WHITE STONE, VA
Past

May 10, 2000 - September 18, 2009

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 15, 1999 - January 20, 2000

NBC SECURITIES, INC.

BD
CRD#: 17870
BIRMINGHAM, AL
Past

March 6, 1998 - March 23, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MA
MONEYGUIDE ADVISORY, INC.
MONEYGUIDE ADVISORY, INC. | MONEYGUIDE ADVISORY, LLC

CRD#: 169255 / SEC#: 801-78671

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Contact information


Main Address
1588 Oakbridge Terrace, Powhatan, VA 23139
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A FY 2016 UPDATE (3/29/2016)

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


MONEYGUIDE ADVISORY, INC.

CRD#: 169255

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