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Krystal D Fortner

Krystal D. Fortner

KRYSTAL FORTNER
Richmond, CA
Some features on this profile are disabled
CRD#: 6155646
Krystal D Fortner

Professional summary

Krystal D Fortner, CFP® is a registered financial advisor currently at KRYSTAL FORTNER located in Richmond, California.

Krystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Krystal has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Krystal Fortner is currently a Crossfit Trainer and Nutrition Coach (operating under Cypher Health and Fitness). This activity is not investment related, address is 1401 Marina Way S, Suite 290, Richmond, CA 94804 and was started in 07/2023. Krystal Fortner devotes approximately 10-15 hours per week to this activity, 10% of that time is during trading hours. This position involves teaching Crossfit classes and coaching nutrition clients. Krystal Fortner is currently owner of Krystal Fortner LCSW. This is not investment related, the address is 214 Bayside Court, Richmond, CA 94804 and was started in 8/2023. This position involves providing individual therapy and will take up approximately 5-6 hours per week of her time, all of which occurs during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krystal D Fortner'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

September 25, 2023 - Present

KRYSTAL FORTNER

RIA
CRD#: 328313
Richmond, CA
Past

August 4, 2021 - May 25, 2023

NORTH BERKELEY WEALTH MANAGEMENT, LLC

RIA
CRD#: 136431
BERKELEY, CA
Past

April 12, 2019 - July 19, 2021

BRIGHTON JONES LLC

RIA
CRD#: 108601
San Francisco, CA
Past

November 17, 2015 - January 4, 2016

PARKSIDE ADVISORS LLC

RIA
CRD#: 125553
BERKELEY, CA
Past

March 27, 2013 - October 27, 2014

MORGAN STANLEY

RIA
CRD#: 149777
OAKLAND, CA
Past

February 24, 2013 - October 27, 2014

MORGAN STANLEY

BD
CRD#: 149777
OAKLAND, CA

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
California
(9/25/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2013
General Securities Representative Examination

Current Firm

KF
KRYSTAL FORTNER
KRYSTAL FORTNER | KRYSTAL FORTNER, CFP

CRD#: 328313 / SEC#:

California
Registered Investment Advisory firm - (9/25/2023 Approved)
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Contact information

Main Address
Richmond, CA
Mailing Address
Phone number
(415) 845-8416
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

KRYSTAL FORTNER

CRD#: 328313Richmond, CA

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