Kerrie E Risner
Professional Summary
Kerrie E Risner, who also goes by Kerrie E Masuen, is a registered financial advisor currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma. Kerrie is registered as a RR (Registered Representative) and started their career in finance in 2013. Kerrie has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kerrie E Masuen
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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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CHARLES SCHWAB & CO., INC.
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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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CHARLES SCHWAB & CO., INC.
STATE FARM VP MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
Years of Experience
13 years in the financial services industry
Current & Past Employments
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CHARLES SCHWAB & CO., INC.
STATE FARM VP MANAGEMENT CORP.
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Current Firm
AMERICAN FIDELITY ASSURANCE | AMERICAN FIDELITY SECURITIES, INC.
Contact Information
Main Address
9000 Cameron Parkway, Oklahoma City, OK 73114-3701Mailing Address
9000 Cameron Parkway, Oklahoma City, OK 73114Phone Number
(405) 416-8967Established
Oklahoma since 08/26/1969Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (28 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | SHAREHOLDER | — |
| BOLDEN, TIMOTHY H | DIRECTOR | 5376036 |
| COLON, TARYN K | ASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER | 7642942 |
| DOHERTY, JAMES HUGH | PRINCIPAL OPERATIONS OFFICER | 4197747 |
| GRANT, ANGELA FAITH | DIRECTOR | 4176509 |
| KEELING, COURTNEY DANAE | DIRECTOR, PRESIDENT/CEO AND CHIEF COMPLIANCE OFFICER | 7675059 |
| OVERFIELD, LINDA E | ASSISTANT VICE PRESIDENT | — |
Disclosures
Regulatory Event
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CHARLES SCHWAB & CO., INC.
STATE FARM VP MANAGEMENT CORP.
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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.
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CHARLES SCHWAB & CO., INC.
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State Registrations and Notice Filings
(9/3/2013)
(9/1/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2013About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kerrie E Risner's CRS (Customer Relationship Summary).
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