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Kristi Lynn Tomlinson

Kristi L. Tomlinson

STRATEGIC ADVISERS LLC | Financial Consultant
JUSTIN, TX
Some features on this profile are disabled
CRD#: 4173491
Kristi Lynn Tomlinson

Professional summary

Kristi Lynn Tomlinson, CFP®, who also goes by Kristi Lynn Tomlinson, Kristi Lynn Williams, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Justin, Texas and FIDELITY BROKERAGE SERVICES LLC located in Irving, Texas.

Kristi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kristi has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As a Financial Consultant, I develop relationships with clients and work together to build and implement customized financial plans so they can enjoy doing the things they love. I have spent over 22 years client facing, doing retirement planning, and relationships with my clients are most important to me.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristi Lynn Tomlinson | Kristi Lynn Williams

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 Kristi Lynn Tomlinson'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

Education

Texas Tech University

Master of Science (MS) - Personal Financial Planning

2020

LeTourneau University

Bachelor of Business Administration - Business

2002

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403
RIA
CRD#: 104555
JUSTIN, TX
Current

June 13, 2018 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 6731 N Macarthur Blvd Ste 100, Irving, TX 75039
BD
CRD#: 7784
Irving, TX
Past

July 15, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
IRVING, TX
Past

June 20, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
IRVING, TX
Past

July 23, 2013 - May 15, 2018

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
ROANOKE, TX
Past

July 23, 2013 - May 15, 2018

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
ROANOKE, TX
Past

July 5, 2011 - July 22, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATHENS, TX
Past

July 5, 2011 - July 22, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
ATHENS, TX
Past

March 11, 2009 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
ATHENS, TX
Past

March 11, 2009 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
ATHENS, TX
Past

March 2, 2007 - March 13, 2009

EDWARD JONES

RIA
CRD#: 250
WILLS POINT, TX
Past

February 28, 2002 - March 13, 2009

EDWARD JONES

BD
CRD#: 250
WILLS POINT, TX
Past

April 24, 2000 - November 29, 2001

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/28/2018)
RR
Arizona
(6/28/2018)
RR
Arkansas
(6/14/2018)
RR
California
(6/28/2018)
RR
Colorado
(1/6/2020)
RR
Florida
(6/28/2018)
RR
Georgia
(6/28/2018)
RR
Hawaii
(6/17/2025)
RR
Illinois
(2/7/2024)
RR
Louisiana
(6/14/2018)
RR
Massachusetts
(8/4/2025)
RR
Michigan
(7/12/2022)
RR
Mississippi
(1/8/2023)
RR
Missouri
(1/6/2020)
RR
New Jersey
(1/25/2024)
RR
New Mexico
(1/6/2020)
RR
North Carolina
(10/9/2019)
RR
Ohio
(2/2/2022)
RR
Oklahoma
(6/18/2018)
RR
Pennsylvania
(6/28/2018)
RR
Rhode Island
(10/5/2023)
RR
South Carolina
(3/5/2024)
RR
Tennessee
(8/10/2020)
RR
Texas
(6/13/2018)
IAR
Texas
(3/31/2025)
RR
Utah
(9/24/2025)
RR
Virginia
(6/28/2018)
RR
Washington
(6/29/2018)
RR
Wisconsin
(1/9/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/20/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Justin, TX

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Contact information

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