Kristen Marsh
Professional Summary
Kristen Marsh is a registered financial advisor currently at ETHOS FINANCIAL GROUP, LLC located in Plano, Texas. Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kristen has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PROTEA WEALTH MANAGEMENT | PETERS WEALTH ADVISORS | NORTH PARK INVESTMENTS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | LIBERTY RIDGE | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | BELVEST WEALTH | ASCENDANT 360 | ALPHA WHISKEY
Contact Information
Main Address
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406Phone Number
(610) 822-5246# of Employees
48SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,187AUM (Assets Under Management)
$2,424,919,272Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PROTEA WEALTH MANAGEMENT | PETERS WEALTH ADVISORS | NORTH PARK INVESTMENTS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | LIBERTY RIDGE | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | BELVEST WEALTH | ASCENDANT 360 | ALPHA WHISKEY
State Registrations and Notice Filings
(1/22/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kristen Marsh's CRS (Customer Relationship Summary).
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