Kristina M. Groff
GREENSPRING ADVISORS
Towson, MD 21204
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CRD#: 6742267
Professional summary
Kristina Marie Groff, CFP®, who also goes by Kristina Marie Groff, Kristina M King, Kristina Marie King, is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in Towson, Maryland.
Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kristina has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Marie Groff | Kristina M King | Kristina Marie King
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.
(dba) EVERENCE; Investment related: 2160 Lincoln Hwy East, Lancaster, PA 17602; Financial and Insurance Services; Financial Planner; 01/2018; 160 hours per month with most of those 160 hours per month occurring during trading hours; As an employee of Everence, I provide investment and financial planning services through Everence Trust Company, insurance (med-supp, fixed annuities, life insurance, long-term care insurance) and charitable planning services through Everence Foundation. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, Inc., or its affiliates. A conflict of interest is created by this arrangement to the extent I recommend that a Concourse Financial Group Securities, Inc. client open an Everence Trust Company account for which I will receive additional compensation. No Concourse Financial Group Securities, Inc. client is obligated to use Everence Trust Company or its services. Clients choosing to implement my recommendations through Everence Trust Company advisory service should refer to Everence Trust Company's disclosure documents for additional information regarding services and fees. I always endeavor to put the interest of the client first and any recommendation I make is based on what I believe to be the best fit for the client's situation.
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Marie Groff'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: 2022
Experience
Current
September 27, 2022 - Present
GREENSPRING ADVISORS, LLC
Office #1: One West Pennsylvania Avenue Suite 500, Towson, MD 21204Office #2: 300 Granite Run Drive Suite 300, Lancaster, PA 17601RIA
CRD#: 132669
Towson, MD
Past
February 14, 2018 - September 30, 2019
EVERENCE TRUST COMPANY
RIA
CRD#: 113179
Lancaster, PA
Past
February 7, 2018 - August 10, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
LANCASTER, PA
Past
February 7, 2018 - August 10, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
LANCASTER, PA
Past
June 23, 2017 - January 16, 2018
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
LANCASTER, PA
Past
March 17, 2017 - January 16, 2018
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
LANCASTER, PA
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".
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)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
Pennsylvania(9/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204
Mailing Address
Phone number
(443) 564-4600
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,764 |
| AUM (Assets Under Management) | $ 3,775,318,486 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
