AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KK

Kristen P. Kirkland

CITRIN COOPERMAN WEALTH MANAGEMENT
CHICAGO, IL 60611-5313
CRD#: 7021366
Some features on this profile are disabled
KK
Kristen Paige KirklandCITRIN COOPERMAN WEALTH MANAGEMENT

Professional summary

Kristen Paige Kirkland, CFP®, who also goes by Paige Kirkland, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

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 65 exam.

At a Glance

Always Fiduciary

Aliases

Paige Kirkland

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 Paige Kirkland'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

November 26, 2025 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Office #1: 455 N. Cityfront Plaza Drive Suite 1610, Chicago, IL 60611-5313
RIA
CRD#: 317528
CHICAGO, IL
Past

November 7, 2019 - August 2, 2024

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
CARMEL, IN
Past

October 26, 2018 - October 17, 2019

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Indianapolis, IN

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".
CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 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
Indiana
(11/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2018
Uniform Investment Adviser Law Examination

Current Firm

CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 Approved)
Loading...

Contact information

Main Address
50 Rockefeller Plaza, New York, NY 10020
Mailing Address
Phone number
(212) 697-1000
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (11/30/2025)

Regulatory assets under management

Total Number of Accounts762
AUM (Assets Under Management)$ 1,626,110,870

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
Report
09/25/2024
Cover Page
Report
07/28/2023
Cover Page
Report
01/18/2023
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.

Company Information

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528Chicago, IL 60611-5313

TRUST BUT VERIFY

Monitor Kristen Kirkland

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
CHICAGO, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
CHICAGO, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.