GK
Grace L. Kreifels
HILL INVESTMENT GROUP
Santa Monica, CA
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CRD#: 5949305
GK
Professional summary
Grace Lancaster Kreifels, CFP®, who also goes by Grace Elizabeth Kreifels, Grace Elizabeth Lancaster, is a registered financial advisor currently at HILL INVESTMENT GROUP located in Santa Monica, California and QUASAR DISTRIBUTORS, LLC located in Portland, Maine.
Grace is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Grace has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Grace Elizabeth Kreifels | Grace Elizabeth Lancaster
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.
Hill Investment Group Partners, LLC; Investment Related; Advisor; La Jolla, CA; 9/2024; Lead Advisor; building and managing existing relationships, managing team resources, and extending the reach of the HIG mission; 168 Hs./Mo.
CRS (Client Relationship Summary) - RIA
Click below to view Grace Lancaster Kreifels'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®
Experience
Current
September 20, 2024 - Present
HILL INVESTMENT GROUP
RIA
CRD#: 312052
Santa Monica, CA
Current
November 7, 2024 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101BD
CRD#: 103848
Portland, ME
Past
August 17, 2016 - September 18, 2024
DFA SECURITIES LLC
BD
CRD#: 10292
SANTA MONICA, CA
Past
December 10, 2013 - July 19, 2016
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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".
HI
HILL INVESTMENT GROUP
EMERALD SPECTRUM ADVISORY | LONGVIEW RESEARCH PARTNERS | HILLTOP FAMILY OFFICE | HILLFOLIO | HILL INVESTMENT GROUP PARTNERS, LLC | HILL INVESTMENT GROUP
CRD#: 312052 / SEC#: 801-120176
RIA
Registered Investment Advisory firm - (1/19/2021 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.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
Alabama(11/11/2024)
RR
Alaska(11/11/2024)
RR
Arizona(11/11/2024)
RR
Arkansas(11/11/2024)
IAR
California(9/20/2024)
RR
California(11/7/2024)
RR
Colorado(11/11/2024)
RR
Connecticut(11/11/2024)
RR
Delaware(11/11/2024)
RR
District of Columbia(11/11/2024)
RR
Florida(11/11/2024)
RR
Georgia(11/11/2024)
RR
Hawaii(11/11/2024)
RR
Idaho(11/11/2024)
RR
Illinois(11/11/2024)
RR
Indiana(11/11/2024)
RR
Iowa(11/11/2024)
RR
Kansas(11/11/2024)
RR
Kentucky(11/11/2024)
RR
Louisiana(11/11/2024)
RR
Maine(11/11/2024)
RR
Maryland(11/11/2024)
RR
Massachusetts(11/11/2024)
RR
Michigan(11/11/2024)
RR
Minnesota(11/11/2024)
RR
Mississippi(11/11/2024)
IAR
Missouri(9/20/2024)
RR
Missouri(11/14/2024)
RR
Montana(11/11/2024)
RR
Nebraska(11/11/2024)
RR
Nevada(11/11/2024)
RR
New Hampshire(11/11/2024)
RR
New Jersey(11/11/2024)
RR
New Mexico(11/11/2024)
RR
New York(11/11/2024)
RR
North Carolina(11/11/2024)
RR
North Dakota(11/11/2024)
RR
Ohio(11/12/2024)
RR
Oklahoma(11/11/2024)
RR
Oregon(11/11/2024)
RR
Pennsylvania(11/11/2024)
RR
Rhode Island(11/11/2024)
RR
South Carolina(11/11/2024)
RR
South Dakota(11/11/2024)
RR
Tennessee(11/11/2024)
IAR
Texas(9/20/2024)
RR
Texas(11/11/2024)
RR
Utah(11/11/2024)
RR
Vermont(11/11/2024)
RR
Virginia(11/11/2024)
RR
Washington(11/11/2024)
RR
West Virginia(11/11/2024)
RR
Wisconsin(11/11/2024)
RR
Wyoming(11/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HI
HILL INVESTMENT GROUP
EMERALD SPECTRUM ADVISORY | LONGVIEW RESEARCH PARTNERS | HILLTOP FAMILY OFFICE | HILLFOLIO | HILL INVESTMENT GROUP PARTNERS, LLC | HILL INVESTMENT GROUP
CRD#: 312052 / SEC#: 801-120176
RIA
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Contact information
Main Address
190 Carondelet Plaza Suite 1475, St. Louis, MO 63105
Mailing Address
Phone number
(314) 448-4023
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,499 |
| AUM (Assets Under Management) | $ 1,042,455,740 |
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.
