Kristen R. Lindahl

FIDUCIARY FINANCIAL ADVISORS

Andover, MA

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CRD#: 5615120

Professional summary

Kristen Rita Lindahl, CFP®, who also goes by Kristen Rita O'kane, Kristen R. O'kane, Kristen R Okane, is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Andover, Massachusetts.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kristen has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristen Rita O'kane | Kristen R. O'kane | Kristen R Okane

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 Kristen Rita Lindahl'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®

CFP^®

Certified Financial Planner

Experience

Current

October 15, 2024 - Present

FIDUCIARY FINANCIAL ADVISORS

RIA

CRD#: 172103

Andover, MA

Past

October 26, 2015 - May 3, 2016

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

ALEXANDRIA, VA

Past

June 30, 2012 - August 10, 2015

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

MCLEAN, VA

Past

May 15, 2009 - August 27, 2012

THE MONITOR GROUP, INC.

RIA

CRD#: 109589

MCLEAN, VA

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".

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(10/15/2024)

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

Current Firm

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

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Contact information

Main Address

124 Fulton St. East Suite 200, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 622-3062

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,035
AUM (Assets Under Management)	$ 1,165,890,928

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
10/16/2024	Cover Page	Report

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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Kristen R. Lindahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Rita Lindahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY FINANCIAL ADVISORS

SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT

THE MONITOR GROUP, INC.

Primary Firm SEC Registration

FIDUCIARY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

FIDUCIARY FINANCIAL ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY FINANCIAL ADVISORS

TRUST BUT VERIFY

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