Kristen E. Coombs

INVESTED ADVISORS

State College, PA 16801

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CRD#: 4270127

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.

KRISTEN E. COOMBS POSITION: TRUSTEE NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 05/01/2007 ADDRESS: 153 ELLEN AVENUE, STATE COLLEGE PA 16801 DESCRIPTION: I OVERSEE AN INVESTMENT TRUST ACCOUNT.??,??, I CALCULATE INCOME AND DISTRIBUTE THE ANNUAL INCOME EACH YEAR TO THE INCOME BENEFICIARIES. THOMAS F. AND KRISTEN E. COOMBS JOINT TENANCY POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/15/2012 ADDRESS: 153 ELLEN AVENUE, STATE COLLEGE PA 16801 DESCRIPTION: PROPERTY MANAGEMENT AND/OR OVERSEEING OTHER PROPERTY MANAGERS. KRISTEN E. COOMBS, LLC DBA KRISTEN COOMBS FINANCIAL ADVISORS POSITION: Consultant NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 366 Walker Drive, Suite 370, State College PA 16801 DESCRIPTION: I solicit, sell and service non-variable insurance (e.g., life, accident, health, disability income,long-term care) or fixed annuities of other companies.

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

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.

CRD#: 15840

STATE COLLEGE, PA

Past

April 12, 2005 - August 4, 2006

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

STATE COLLEGE, PA

Past

June 29, 2004 - August 10, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

September 25, 2000 - July 31, 2002

1717 CAPITAL MANAGEMENT COMPANY

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".

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)

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

IAR

Series 66

Date: 5/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2000

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (10/8/2025)

Regulatory assets under management

Total Number of Accounts	606
AUM (Assets Under Management)	$ 226,182,547

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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Kristen E. Coombs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Elizabeth Coombs's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

WALNUT STREET SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

INVESTED ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2005

Series 7TO

Date: 3/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 9/22/2000

Current Firm

INVESTED ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTED ADVISORS

TRUST BUT VERIFY

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