Kristie L. Guadiano

VERTRIX WEALTH MANAGEMENT

TROY, MI 48083

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CRD#: 5096290

Professional summary

Kristie Lee Guadiano, who also goes by Kristie Lee Keenan, Kristie Keenan, is a registered financial advisor currently at VERTRIX WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Kristie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kristie has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristie Lee Keenan | Kristie Keenan

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 Kristie Lee Guadiano'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

January 16, 2026 - Present

VERTRIX WEALTH MANAGEMENT, LLC

Office #1: 1909 East Big Beaver, Troy, MI 48083

RIA

CRD#: 339547

TROY, MI

Past

September 17, 2020 - February 5, 2021

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Bloomfield Hills, MI

Past

September 17, 2020 - January 21, 2026

GREYSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 306595

Bloomfield Hills, MI

Past

February 24, 2017 - September 9, 2020

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Troy, MI

Past

December 3, 2015 - August 6, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Troy, MI

Past

December 10, 2014 - December 31, 2016

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

TROY, MI

Past

April 29, 2014 - December 31, 2015

GREYSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 112683

TROY, MI

Past

August 9, 2006 - December 2, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

SOUTHFIELD, MI

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

Michigan
(1/16/2026)

IAR

Texas
(1/16/2026)

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: 4/24/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/8/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERTRIX WEALTH MANAGEMENT, LLC

VERTRIX WEALTH MANAGEMENT | VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547 / SEC#: 801-134983

RIA

Registered Investment Advisory firm - (12/19/2025 120-Day Approval)

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Contact information

Main Address

1909 East Big Beaver, Troy, MI 48083

Mailing Address

Phone number

(248) 602-0555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERTRIX ADV PART 2A FIRM BROCHURE (1/20/2026)

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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Advisor Monitoring

Firm Stability Insights

Kristie L. Guadiano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristie Lee Guadiano's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS GREYSTONE ADVISORY GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC

POLARIS GREYSTONE ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP

POLARIS GREYSTONE ADVISORY GROUP, LLC

GREYSTONE FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2014

Series 63

Date: 10/25/2006

Series 6

Date: 8/8/2006

Current Firm

VERTRIX WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VERTRIX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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