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Kevin Krieg

ADVISORY SOLUTIONS GROUP
NEPTUNE BEACH, FL
·CRD# 5163426·20 years experience

Professional Summary

Kevin Krieg, who also goes by Kevin Michael Krieg, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Neptune Beach, Florida. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Michael Krieg

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

ADVISORY SOLUTIONS GROUP·CRD# 339919
RIA
Neptune Beach, FL
May 7, 2026 - Present
CS PLANNING CORP·CRD# 149937
RIA
Neptune Beach, FL
August 3, 2023 - June 2, 2026
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Neptune Beach, FL
November 30, 2018 - July 5, 2023
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Neptune Beach, FL
November 29, 2018 - July 5, 2023
QUESTAR ASSET MANAGEMENT, INC.·CRD# 133358
RIA
Neptune Beach, FL
April 1, 2015 - December 6, 2018
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Neptune Beach, FL
March 10, 2015 - December 6, 2018
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
St. Simons Island, GA
January 2, 2015 - January 28, 2015
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
St. Simons Island, GA
January 2, 2015 - January 28, 2015
NEW ENGLAND SECURITIES·CRD# 615
RIA
St. Simons Island, GA
July 2, 2009 - January 2, 2015
NEW ENGLAND SECURITIES·CRD# 615
BD
St. Simons Island, GA
June 18, 2009 - January 2, 2015
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
Jacksonville, FL
September 25, 2007 - March 30, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Jacksonville, FL
September 21, 2007 - March 30, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Jacksonville, FL
April 2, 2007 - August 22, 2007
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Jacksonville, FL
April 2, 2007 - August 22, 2007
MORGAN STANLEY DW INC.·CRD# 7556
RIA
Jacksonville, FL
November 30, 2006 - April 2, 2007
MORGAN STANLEY DW INC.·CRD# 7556
BD
Jacksonville, FL
August 31, 2006 - April 2, 2007

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Current Firm

AS
ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT WEALTH | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - SEC (1/8/2026 Approved)

Contact Information

Main Address

505 N Highway 169 Suite 900, Plymouth, MN 55441

Phone Number

(763) 417-1700

# of Employees

50

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP - PALOUSE (8/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,062

AUM (Assets Under Management)

$408,369,935

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

WEALTH AND INCOME SOLUTIONS, LLC - NEPTUNE BEACH, FL - PRESIDENT. FIXED LIFE AND ANNUITY. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. SELECT QUOTE - PRESIDENT - NEPTUNE BEACH, FL. MEDICARE INBOUND SALES CALLS AND HEALTH AGENT FOR COMPANY. 60 HOURS PER MONTH, 60 HOURS DURING TRADING HOURS.

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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".
AS
ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT WEALTH | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - SEC (1/8/2026 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.
IAR
Florida
(5/7/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kevin Krieg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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