Kristopher F. Etter
Professional summary
Kristopher Forest Etter, CFP®, ChFC®, who also goes by Kris Etter, Kristopher F Etter, is a registered financial advisor currently at BEACON FINANCIAL PLANNERS, INC located in Houston, Texas.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kristopher has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Forest Etter's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
December 10, 2018 - Present
BEACON FINANCIAL PLANNERS, INC
Office #1: 2525 Robinhood St Suite 210, Houston, TX 77005November 16, 2017 - December 14, 2018
CALTON & ASSOCIATES, INC.
September 23, 2011 - December 11, 2018
WESTPARK WEALTH ADVISORS, INC.
July 20, 2004 - November 9, 2017
IMS SECURITIES, INC.
October 1, 2002 - July 2, 2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/10/2018)
Exams
Current Firm
BEACON FINANCIAL PLANNERS, INC
CRD#: 297938 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 19,493,323 |
Red Flags
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