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KM

Kristian D. Mtetwa

ATLAS
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 7254161
KM

Professional summary

Kristian Delan Mtetwa is a registered financial advisor currently at ATLAS located in El Segundo, California.

Kristian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kristian has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

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.
1) Insurance Sales; Smyrna, TN; Non-investment related; Approximately 10% of time during the month 2) Synergy Private LLC. Not Investment Related. 254 Chapman Rd. Suite 209 Newark, DE 19702. Business Consulting. Co-Founder/Partner. 3/14/2023. Hrs/month 50 with 10 during trading hours. Client consulting, lifestyle coordination, operations, billing and corporate financial management. 3) VOT Group LLC. Investment Related - No. At Registered Location. Public Speaking. Principal. 08/01/2023. 5 hours. 1 hour. Public speaking, consulting to individuals and businesses, organizing events, and administrative duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristian Delan Mtetwa'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

February 26, 2025 - Present

ATLAS

Office #1: 840 Apollo Suite 279, El Segundo, CA 90245
RIA
CRD#: 324191
El Segundo, CA
Past

January 16, 2023 - February 10, 2025

49 FINANCIAL

RIA
CRD#: 319484
Smyrna, TN
Past

June 17, 2022 - December 31, 2022

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Smyrna, TN
Past

June 17, 2020 - January 9, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
El Segundo, 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".
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 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
California
(2/26/2025)
IAR
Tennessee
(3/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/4/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/21/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2020
Securities Industry Essentials Examination

Current Firm

AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 Approved)
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Contact information

Main Address
Frisco, TX
Mailing Address
Phone number
(805) 557-8713
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 121,329,112

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

ATLAS

CRD#: 324191El Segundo, CA 90245

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