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KF

Kristen A. Fuhrman

VANN EQUITY MANAGEMENT
Austin, TX 78759
CRD#: 6887424
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KF
Kristen Adelaide FuhrmanVANN EQUITY MANAGEMENT

Professional summary

Kristen Adelaide Fuhrman, who also goes by Kristen Fuhrman, is a registered financial advisor currently at VANN EQUITY MANAGEMENT LLC located in Austin, Texas.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kristen has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Fuhrman

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Adelaide Fuhrman'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

April 8, 2026 - Present

VANN EQUITY MANAGEMENT LLC

Office #1: 11824 Jollyville Rd. Ste 500, Austin, TX 78759
RIA
CRD#: 174239
Austin, TX
Past

February 1, 2024 - February 28, 2026

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
AUSTIN, TX
Past

January 30, 2024 - February 28, 2026

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
AUSTIN, TX
Past

September 14, 2023 - November 30, 2023

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
AUSTIN, TX
Past

February 28, 2020 - November 30, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
AUSTIN, TX
Past

February 17, 2018 - February 14, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
AUSTIN, 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".
VE
VANN EQUITY MANAGEMENT LLC
AUSTIN WEALTH SPECIALSTS | VANN EQUITY MANAGEMENT LLC | PRECISION CAPITAL MANAGEMENT | PCM ADVISORY LLC

CRD#: 174239 / SEC#: 801-80766

RIA
Registered Investment Advisory firm - (1/2/2015 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
Texas
(4/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/2018
General Securities Representative Examination

Current Firm

VE
VANN EQUITY MANAGEMENT LLC
AUSTIN WEALTH SPECIALSTS | VANN EQUITY MANAGEMENT LLC | PRECISION CAPITAL MANAGEMENT | PCM ADVISORY LLC

CRD#: 174239 / SEC#: 801-80766

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)
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Contact information

Main Address
4975 Preston Park Blvd #490, Plano, TX 75093
Mailing Address
Phone number
(214) 983-0346
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANN EQUITY- ADV 2A PLATFORM BROCHURE-AUG 2025 (9/2/2025)
VANN EQUITY MANAGEMENT LLC ADV PART 2A-AUG 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts174
AUM (Assets Under Management)$ 203,644,459

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

VANN EQUITY MANAGEMENT LLC

CRD#: 174239Austin, TX 78759

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