Kristi L. Tidwell

ASSET DEDICATION

San Francisco, CA 94104-3475

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CRD#: 4115425

Professional summary

Kristi Lewis Tidwell, CFP®, who also goes by Kristi Lynn Lewis, is a registered financial advisor currently at ASSET DEDICATION, LLC located in San Francisco, California.

Kristi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kristi has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristi Lynn Lewis

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.

Name of Business: New Path Planning Nature of Business: Divorce financial planning services Position: Owner Start Date: 10/2025 Approximate Hours per Month: [Insert actual estimate, e.g., 20 hours] Description: Provides divorce-planning services under the marketing name New Path Planning. This activity is non-investment-related. All investment advisory services and fees are handled through Asset Dedication, LLC dba Branning Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristi Lewis Tidwell'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

October 29, 2025 - Present

ASSET DEDICATION, LLC

Office #1: 220 Montgomery Street #1098, San Francisco, CA 94104-3475

RIA

CRD#: 151988

San Francisco, CA

Past

July 1, 2024 - October 17, 2025

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

DEERFIELD, IL

Past

November 14, 2022 - July 1, 2024

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

MADISON, MS

Past

May 5, 2022 - October 4, 2022

ASSET DEDICATION, LLC

RIA

CRD#: 151988

Ridgeland, MS

Past

January 28, 2020 - December 31, 2021

ASSET DEDICATION, LLC

RIA

CRD#: 151988

Ridgeland, MS

Past

June 8, 2006 - June 3, 2008

STANFORD GROUP COMPANY

RIA

CRD#: 39285

JACKSON, MS

Past

June 8, 2006 - June 3, 2008

STANFORD GROUP COMPANY

CRD#: 39285

JACKSON, MS

Past

February 11, 2000 - July 7, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

JACKSON, MS

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".

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 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.

Highlighted states indicate IAR registrations

IAR

California
(10/29/2025)

IAR

Mississippi
(10/29/2025)

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

State Security Law Exam

Series 63

Date: 5/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/1/2008

General Securities Principal Examination

Current Firm

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 Terminated)

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Contact information

Main Address

220 Montgomery Street #1098, San Francisco, CA 94104-3475

Mailing Address

Phone number

(866) 535-0897

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,002
AUM (Assets Under Management)	$ 2,612,447,129

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.

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Advisor Monitoring

Firm Stability Insights

Kristi L. Tidwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristi Lewis Tidwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUS PARTNERS WEALTH, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

ASSET DEDICATION, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/3/2000

Series 7

Date: 2/10/2000

Series 24

Date: 2/1/2008

Current Firm

ASSET DEDICATION, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET DEDICATION, LLC

TRUST BUT VERIFY

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