Kai H. Stinchcombe

TRUE LINK FINANCIAL ADVISORS

SAN FRANCISCO, CA 94111

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CRD#: 6573531

Professional summary

Kai Heimer Stinchcombe, who also goes by Kai Stinchcombe, is a registered financial advisor currently at TRUE LINK FINANCIAL ADVISORS located in San Francisco, California.

Kai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kai has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kai Stinchcombe

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.

True Link Financial, Inc., Not Investment-Related, San Francisco, CA, Financial Services Company for seniors, adults with disabilities, and vulnerable individuals, Start Date: 12/2012, 160 Hours Per Month, Founder & CEO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kai Heimer Stinchcombe's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 3, 2019 - Present

TRUE LINK FINANCIAL ADVISORS

Office #1: 505 Montgomery St. 11th Floor, San Francisco, CA 94111

RIA

CRD#: 281870

SAN FRANCISCO, CA

Past

May 31, 2016 - March 15, 2019

TRUE LINK FINANCIAL ADVISORS

RIA

CRD#: 281870

SAN FRANCISCO, CA

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".

TRUE LINK FINANCIAL ADVISORS

TRUE LINK | TRUE LINK FINANCIAL ADVISORS, LLC | TRUE LINK FINANCIAL ADVISORS LLC | TRUE LINK FINANCIAL ADVISORS | TRUE LINK FINANCIAL

CRD#: 281870 / SEC#: 801-114179

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

California

Registered Investment Advisory firm - (3/15/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/31/2016

Uniform Investment Adviser Law Examination

Current Firm

TRUE LINK FINANCIAL ADVISORS

TRUE LINK | TRUE LINK FINANCIAL ADVISORS, LLC | TRUE LINK FINANCIAL ADVISORS LLC | TRUE LINK FINANCIAL ADVISORS | TRUE LINK FINANCIAL

CRD#: 281870 / SEC#: 801-114179

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

California

Registered Investment Advisory firm - (3/15/2019 Terminated)

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Contact information

Main Address

505 Montgomery St. 11th Floor, San Francisco, CA 94111

Mailing Address

Po Box 581, San Francisco, CA 94104

Phone number

(855) 435-5140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - MARCH 2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,065
AUM (Assets Under Management)	$ 1,348,767,425

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
08/27/2024	Cover Page	Report
11/27/2023	Cover Page	Report
09/29/2022	Cover Page	Report

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.

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Kai H. Stinchcombe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kai Heimer Stinchcombe's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE LINK FINANCIAL ADVISORS

TRUE LINK FINANCIAL ADVISORS

Primary Firm SEC Registration

TRUE LINK FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2016

Current Firm

TRUE LINK FINANCIAL ADVISORS

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUE LINK FINANCIAL ADVISORS

TRUST BUT VERIFY

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