KG
Kristine B. Geer
GUIDE ADVISORS
Bothell, WA 98011
Some features on this profile are disabled
CRD#: 6222977
KG
Professional summary
Kristine Beth Geer, CFP®, who also goes by Kristy Geer, Kristine Beth Sauer, Kristy Sauer, is a registered financial advisor currently at GUIDE ADVISORS, INC. located in Bothell, Washington.
Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kristine has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristy Geer | Kristine Beth Sauer | Kristy Sauer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kristine Beth Geer'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
March 24, 2016 - Present
GUIDE ADVISORS, INC.
Office #1: 19125 North Creek Parkway Suite 120, Bothell, WA 98011RIA
CRD#: 281828
Bothell, WA
Past
January 27, 2015 - December 18, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BOTHELL, WA
Past
August 5, 2014 - December 18, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
BOTHELL, WA
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".
GA
GUIDE ADVISORS, INC.
GEER FINANCIAL GROUP, INC | GUIDE ADVISORS, INC.
CRD#: 281828 / SEC#: 801-135026
RIA
Registered Investment Advisory firm - (1/6/2026 Approved)Arizona
Registered Investment Advisory firm - (1/16/2026 Terminated)California
Registered Investment Advisory firm - (2/15/2026 Terminated)Colorado
Registered Investment Advisory firm - (1/20/2026 Terminated)Florida
Registered Investment Advisory firm - (1/16/2026 Terminated)Georgia
Registered Investment Advisory firm - (1/16/2026 Terminated)Idaho
Registered Investment Advisory firm - (1/16/2026 Terminated)Kansas
Registered Investment Advisory firm - (1/16/2026 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Maryland
Registered Investment Advisory firm - (1/30/2026 Terminated)Ohio
Registered Investment Advisory firm - (1/16/2026 Terminated)Oklahoma
Registered Investment Advisory firm - (2/12/2026 Terminated)Oregon
Registered Investment Advisory firm - (1/27/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/20/2026 Terminated)Tennessee
Registered Investment Advisory firm - (1/20/2026 Terminated)Texas
Registered Investment Advisory firm - (1/16/2026 Terminated)Virginia
Registered Investment Advisory firm - (1/20/2026 Terminated)Washington
Registered Investment Advisory firm - (1/16/2026 Termination Requested)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(3/12/2024)
IAR
Colorado(3/10/2021)
IAR
Florida(11/29/2021)
IAR
Georgia(7/17/2023)
IAR
Idaho(3/31/2023)
IAR
Kansas(3/10/2021)
IAR
Ohio(4/19/2024)
IAR
Tennessee(8/10/2021)
IAR
Texas(3/31/2023)
IAR
Virginia(6/15/2024)
IAR
Washington(3/24/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GA
GUIDE ADVISORS, INC.
GEER FINANCIAL GROUP, INC | GUIDE ADVISORS, INC.
CRD#: 281828 / SEC#: 801-135026
RIA
Registered Investment Advisory firm - (1/6/2026 Approved)Arizona
Registered Investment Advisory firm - (1/16/2026 Terminated)California
Registered Investment Advisory firm - (2/15/2026 Terminated)Colorado
Registered Investment Advisory firm - (1/20/2026 Terminated)Florida
Registered Investment Advisory firm - (1/16/2026 Terminated)Georgia
Registered Investment Advisory firm - (1/16/2026 Terminated)Idaho
Registered Investment Advisory firm - (1/16/2026 Terminated)Kansas
Registered Investment Advisory firm - (1/16/2026 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Maryland
Registered Investment Advisory firm - (1/30/2026 Terminated)Ohio
Registered Investment Advisory firm - (1/16/2026 Terminated)Oklahoma
Registered Investment Advisory firm - (2/12/2026 Terminated)Oregon
Registered Investment Advisory firm - (1/27/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/20/2026 Terminated)Tennessee
Registered Investment Advisory firm - (1/20/2026 Terminated)Texas
Registered Investment Advisory firm - (1/16/2026 Terminated)Virginia
Registered Investment Advisory firm - (1/20/2026 Terminated)Washington
Registered Investment Advisory firm - (1/16/2026 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19125 North Creek Parkway Suite 120, Bothell, WA 98011
Mailing Address
Phone number
(206) 486-2477
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (18 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
