Kristina R. Meisner

T. ROWE PRICE ADVISORY SERVICES

Elbert, CO

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CRD#: 5858173

Professional summary

Kristina R Meisner, CFP®, who also goes by Kristina Ruth Holstine, Kristina Ruth Moon, Kristina Ruth Meisner, Kristina R Moon, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Elbert, Colorado and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.

Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kristina has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristina Ruth Holstine | Kristina Ruth Moon | Kristina Ruth Meisner | Kristina R Moon

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.

OPTAVIA; NOT INVESTMENT RELATED; COLORADO SPRINGS,CO; HEALTH/NUTRITION; HEALTH COACH; 3/20/21; 9 HOURS PER MONTH, 0 DURING TRADING; COACHING CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina R Meisner'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

August 23, 2019 - Present

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Elbert, CO

Current

August 23, 2019 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Office #1: 1307 Point Street, Baltimore, MD 21231

CRD#: 8348

BALTIMORE, MD

Past

January 8, 2018 - August 14, 2019

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

July 11, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

COLORADO SPRINGS, CO

Past

July 11, 2014 - August 14, 2019

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

COLORADO SPRINGS, CO

Past

July 10, 2012 - June 16, 2014

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

COLORADO SPRINGS, CO

Past

March 31, 2011 - June 16, 2014

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

COLORADO SPRINGS, CO

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".

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA

Registered Investment Advisory firm - (11/17/2000 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.

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

Alabama
(8/28/2019)

Alaska
(8/28/2019)

Arizona
(8/28/2019)

Arkansas
(8/28/2019)

California
(8/23/2019)

Colorado
(8/23/2019)

IAR

Colorado
(8/23/2019)

Connecticut
(8/28/2019)

Delaware
(8/28/2019)

District of Columbia
(8/28/2019)

Florida
(8/28/2019)

Georgia
(8/28/2019)

Hawaii
(8/28/2019)

Idaho
(8/28/2019)

Illinois
(8/28/2019)

Indiana
(8/28/2019)

Iowa
(8/28/2019)

Kansas
(8/28/2019)

Kentucky
(8/28/2019)

Louisiana
(8/28/2019)

Maine
(8/28/2019)

Maryland
(8/28/2019)

IAR

Maryland
(10/22/2024)

Massachusetts
(8/28/2019)

Michigan
(8/28/2019)

Minnesota
(8/28/2019)

Mississippi
(8/28/2019)

Missouri
(8/28/2019)

Montana
(8/28/2019)

Nebraska
(8/28/2019)

Nevada
(8/28/2019)

New Hampshire
(8/28/2019)

New Jersey
(8/28/2019)

New Mexico
(8/28/2019)

New York
(8/28/2019)

North Carolina
(8/28/2019)

North Dakota
(8/28/2019)

Ohio
(8/28/2019)

Oklahoma
(8/28/2019)

Oregon
(8/28/2019)

Pennsylvania
(8/28/2019)

Puerto Rico
(8/28/2019)

Rhode Island
(8/28/2019)

South Carolina
(8/28/2019)

South Dakota
(8/28/2019)

Tennessee
(8/28/2019)

Texas
(8/28/2019)

Utah
(8/28/2019)

Vermont
(8/28/2019)

Virgin Islands
(8/28/2019)

Virginia
(8/28/2019)

Washington
(8/28/2019)

West Virginia
(8/28/2019)

Wisconsin
(8/28/2019)

Wyoming
(8/28/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/30/2011

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA

Registered Investment Advisory firm - (11/17/2000 Approved)

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Contact information

Main Address

4515 Painters Mills Road, Owings Mills, MD 21117

Mailing Address

Phone number

(800) 225-5132

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)

T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

Regulatory assets under management

Total Number of Accounts	10,014
AUM (Assets Under Management)	$ 3,861,357,894

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	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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Firm Stability Insights

Kristina R. Meisner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina R Meisner's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. ROWE PRICE INVESTMENT SERVICES, INC.

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

T. ROWE PRICE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2012

Series 63

Date: 4/21/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2012

Series 6

Date: 3/30/2011

FINRA

Current Firm

T. ROWE PRICE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

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