KV
Kristofer J. Venezia
ECKMAN WEALTH MANAGEMENT
Phoenix, AZ
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CRD#: 7087672
KV
Professional summary
Kristofer J Venezia is a registered financial advisor currently at ECKMAN WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.
Kristofer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kristofer 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.
Independent licensed life insurance broker. Non-investment related. 9866 S 44th Street Phoenix, AZ 85044. Insurance sales. As of January 2021. 2 hours/month, 0 during securities hours. Fordham University. Non-investment related. 441 E Fordham Rd Bronx, NY 10458. University. Podcast Producer. 10/17/2022. 20 hours/month, 3 hours/month during securities hours. Freelance Writer. Non-investment related. 9866 S 44th Street Phoenix, AZ 85044. Writer. 10/2023. 5 hours/month. 0 hours during securities hours. WNYC Per Diem Host. Non-investment related. 160 Varick St New York, NY 10013. Fill in on an infrequent basis and host WNYC programming. 8 hours/month, 0 during securities hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kristofer J Venezia'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®
NoneExperience
Current
May 22, 2019 - Present
ECKMAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 159934
Phoenix, AZ
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
Arizona(5/22/2019)
IAR
New York(7/29/2021)
Current Firm
EW
ECKMAN WEALTH MANAGEMENT, LLC
ECKMAN FINANCIAL GROUP | FIRST CHOICE WEALTH MANAGEMENT, LLC | FIRST CHOICE FINANCIAL SOLUTIONS | ECKMAN WEALTH MANAGEMENT, LLC | ECKMAN WEALTH MANAGEMENT | ECKMAN FINANCIAL GROUP, LLC
CRD#: 159934 / SEC#:
Arizona
Registered Investment Advisory firm - (3/1/2012 Approved)California
Registered Investment Advisory firm - (6/17/2015 Approved)Colorado
Registered Investment Advisory firm - (6/5/2015 Approved)Florida
Registered Investment Advisory firm - (4/9/2024 Approved)Kansas
Registered Investment Advisory firm - (2/3/2012 Approved)Louisiana
Registered Investment Advisory firm - (12/6/2023 Terminated)Missouri
Registered Investment Advisory firm - (8/7/2015 Approved)New York
Registered Investment Advisory firm - (7/29/2021 Approved)Texas
Registered Investment Advisory firm - (7/15/2013 Conditional Restricted)Washington
Registered Investment Advisory firm - (11/9/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Phoenix, AZ
Mailing Address
Phone number
(888) 545-4746
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 281 |
| AUM (Assets Under Management) | $ 62,333,997 |
Red Flags
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