Christie G. Kennimer

KDK PRIVATE WEALTH MANAGEMENT

Houston, TX 77057

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CRD#: 4323792

Professional summary

Christie Gayle Kennimer, who also goes by Christie Gayle Maynard, is a registered financial advisor currently at KDK PRIVATE WEALTH MANAGEMENT located in Houston, Texas.

Christie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christie Gayle Maynard

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 Christie Gayle Kennimer'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®

None

Experience

Current

August 29, 2019 - Present

KDK PRIVATE WEALTH MANAGEMENT

Office #1: 1616 South Voss Suite 800, Houston, TX 77057

RIA

CRD#: 299583

Houston, TX

Past

July 31, 2017 - April 1, 2019

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Houston, TX

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".

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 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

Texas
(8/29/2019)

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 65

Date: 7/31/2017

Uniform Investment Adviser Law Examination

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 Terminated)

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Contact information

Main Address

1616 South Voss Suite 800, Houston, TX 77057

Mailing Address

Phone number

(713) 391-8044

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KDK PRIVATE WEALTH MANAGEMENT, LLC (10/31/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 478,826,455

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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Christie G. Kennimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Gayle Kennimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KDK PRIVATE WEALTH MANAGEMENT

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

KDK PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2017

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KDK PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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