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KC

Kristen E. Coombs

INVESTED ADVISORS
State College, PA 16801
Some features on this profile are disabled
CRD#: 4270127
KC

Professional summary

Kristen Elizabeth Coombs, CFP®, who also goes by Kristen Clark, Kristen Elizabeth Hefkin, Kristen Hefkin, is a registered financial advisor currently at INVESTED ADVISORS located in State College, Pennsylvania.

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

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Clark | Kristen Elizabeth Hefkin | Kristen Hefkin

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 Kristen Elizabeth Coombs'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: 2006

Experience

Current

December 2, 2020 - Present

INVESTED ADVISORS

Office #1: 366 Walker Drive Suite 370, State College, PA 16801
RIA
CRD#: 311243
State College, PA
Past

May 31, 2013 - December 1, 2020

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
STATE COLLEGE, PA
Past

May 31, 2013 - December 1, 2020

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
STATE COLLEGE, PA
Past

September 5, 2006 - May 31, 2013

VICUS CAPITAL, INC.

RIA
CRD#: 116021
STATE COLLEGE, PA
Past

August 28, 2006 - June 5, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
STATE COLLEGE, PA
Past

April 12, 2005 - August 4, 2006

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
STATE COLLEGE, PA
Past

June 29, 2004 - August 10, 2004

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

September 25, 2000 - July 31, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

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".
IA
INVESTED ADVISORS
INVESTED ADVISORS | KRISTEN E. COOMBS LLC | KRISTEN COOMBS FINANCIAL ADVISORS

CRD#: 311243 / SEC#: 801-119770

RIA
Registered Investment Advisory firm - (11/12/2020 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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/2/2025)
IAR
North Carolina
(3/4/2025)
IAR
Pennsylvania
(12/2/2020)
IAR
Texas
(3/31/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/7/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2000
General Securities Representative Examination

Current Firm

IA
INVESTED ADVISORS
INVESTED ADVISORS | KRISTEN E. COOMBS LLC | KRISTEN COOMBS FINANCIAL ADVISORS

CRD#: 311243 / SEC#: 801-119770

RIA
Registered Investment Advisory firm - (11/12/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
366 Walker Drive Suite 370, State College, PA 16801
Mailing Address
Phone number
(814) 235-2703
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 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

INVESTED ADV PART 2A (2/7/2026)

Regulatory assets under management

Total Number of Accounts639
AUM (Assets Under Management)$ 268,278,361

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

INVESTED ADVISORS

CRD#: 311243State College, PA 16801

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