Kristin E. Fomon
KRILOGY
Dallas, TX 75219
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CRD#: 6370487
Professional summary
Kristin Elizabeth Fomon, CFP® is a registered financial advisor currently at KRILOGY located in Dallas, Texas.
Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kristin has worked at 1 firm and has passed the Series 65 exam.
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.
1) KRISTIN ELIZABETH FOMON IS A MEMBER OF THE MARYVILLE UNIVERSITY ATHLETIC LEADERSHIP COUNCIL. SHE DEVOTES 1-5 HOURS PER MONTH TO THIS BUSINESS AND DOES NOT RECEIVE ANY COMPENSATION. 2) QuesoRE, LLC, non-investment related; 5370 Holland Ave., Dallas, TX 75209; rental property; Owner/Manager; 2/4/2025; 1-5 hours per month; 1-5 hours per month; passive duties as owner of property
CRS (Client Relationship Summary) - RIA
Click below to view Kristin Elizabeth Fomon'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®
Start date: 2019
Experience
Current
July 10, 2014 - Present
KRILOGY
Office #1: 3500 Maple Avenue Suite 1160, Dallas, TX 75219RIA
CRD#: 149046
Dallas, TX
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".
KR
KRILOGY
GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC
CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - (1/12/2009 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.Highlighted states indicate IAR registrations
IAR
Missouri(7/10/2014)
IAR
Texas(2/2/2021)
Current Firm
KR
KRILOGY
GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC
CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - (1/12/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 N. Lindbergh Ste. 20, St. Louis, MO 63141
Mailing Address
Phone number
(314) 884-2800
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,780 |
| AUM (Assets Under Management) | $ 4,954,332,013 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 02/27/2025 | ||
| 10/12/2023 | ||
| 01/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KRILOGY
CRD#: 149046Dallas, TX 75219TRUST BUT VERIFY
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