KK
Kevin Krieg
CS PLANNING CORP
Neptune Beach, FL
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CRD#: 5163426
KK
Professional summary
Kevin Krieg, who also goes by Kevin Michael Krieg, is a registered financial advisor currently at CS PLANNING CORP 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 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Michael Krieg
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.
KEVIN KRIEG 1. POSITION: agent NATURE: Life and Health agent INVESTMENT RELATED: No NUMBER OF HOURS PER WEEK: 40 SECURITIES TRADING HOURS PER WEEK: 40 START DATE: 06/15/2020 ADDRESS: 509 Lighthouse Ct, Neptune Beach FL 32266, United States DESCRIPTION: Sell life and health products to consumers 2. Kevin Krieg is the sole member and owner of Wealth & Income Solutions, LLC, a business entity associated with his investment advisory practice. Investment related: Yes. NUMBER OF HOURS PER WEEK: 40 SECURITIES TRADING HOURS PER WEEK: 40 START DATE: 07/1/2023 ADDRESS: 509 Lighthouse Ct, Neptune Beach FL 32266, United States DESCRIPTION: Investment advisory business - Independent Contractor
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Krieg'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®
NoneExperience
Current
August 3, 2023 - Present
CS PLANNING CORP
RIA
CRD#: 149937
Neptune Beach, FL
Past
November 30, 2018 - July 5, 2023
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
Neptune Beach, FL
Past
November 29, 2018 - July 5, 2023
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
Neptune Beach, FL
Past
April 1, 2015 - December 6, 2018
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
NEPTUNE BEACH, FL
Past
March 10, 2015 - December 6, 2018
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
NEPTUNE BEACH, FL
Past
January 2, 2015 - January 28, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ST. SIMONS ISLAND, GA
Past
January 2, 2015 - January 28, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ST. SIMONS ISLAND, GA
Past
July 2, 2009 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
ST. SIMONS ISLAND, GA
Past
June 18, 2009 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
ST. SIMONS ISLAND, GA
Past
September 25, 2007 - March 30, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
JACKSONVILLE, FL
Past
September 21, 2007 - March 30, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
JACKSONVILLE, FL
Past
April 2, 2007 - August 22, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
JACKSONVILLE, FL
Past
April 2, 2007 - August 22, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
JACKSONVILLE, FL
Past
November 30, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
JACKSONVILLE, FL
Past
August 31, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
JACKSONVILLE, FL
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".
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)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
Florida(8/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,132 |
| AUM (Assets Under Management) | $ 1,266,223,484 |
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.
