AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KW

Kristin N. Wilde

PURSHE KAPLAN STERLING INVESTMENTS
Alpharetta, GA 30009
CRD#: 5153581
Some features on this profile are disabled
KW
Kristin N WildePURSHE KAPLAN STERLING INVESTMENTS

Professional summary

Kristin N Wilde, who also goes by Kristin Neveux, Kristin Neveux Wilde, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Alpharetta, Georgia and MFG SECURITIES, LLC located in Alpharetta, Georgia.

Kristin is registered as a RR (Registered Representative) and started their career in finance in 2012. Kristin has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 99, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristin Neveux | Kristin Neveux Wilde

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) - BD

Click below to view Kristin N Wilde's 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

April 29, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
BD
CRD#: 35747
Alpharetta, GA
Current

March 12, 2026 - Present

MFG SECURITIES, LLC

Office #1: 2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
BD
CRD#: 338095
Alpharetta, GA
Past

March 2, 2012 - February 16, 2024

JONESTRADING

BD
CRD#: 6888
Daniel Island, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(4/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 3/1/2012
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/9/2015
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MFG SECURITIES, LLC
MFG SECURITIES, LLC

CRD#: 338095 / SEC#: , 8-71425

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Loading...

Contact information

Main Address
2400 Lakeview Pkwy Suite 550, Alpharetta, GA 30009
Mailing Address
2400 Lakeview Pkwy Suite 550, Alpharetta, GA 30009
Phone number
(678) 867-7050
Established
Delaware since 06/27/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
MERIT HOLDINGS, LLCHOLDING COMPANY OWNER
KENT, RICK LEECEO2871310
BAXLEY, JOHN DOUGLASCCO3214809
WILDE, KRISTIN NFINOP5153581

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

MFG SECURITIES, LLC

CRD#: 338095Alpharetta, GA 30009

TRUST BUT VERIFY

Monitor Kristin Wilde

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
George Christian Mauser
George MauserAdvisorCheck Check Mark
ATLAS INVESTMENT ADVISORS
IAR
ALPHARETTA, GA
Dena Michelle Wilhoit
Dena WilhoitAdvisorCheck Check Mark
STATE FARM INVESTMENT MANAGEMENT CORP.
IAR
RR
GRAYSON, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.