Chris Kiesel

GLIDESLOPE WEALTH MANAGEMENT

San Diego, CA

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CRD#: 7351143

Professional summary

Chris Kiesel is a registered financial advisor currently at GLIDESLOPE WEALTH MANAGEMENT located in San Diego, California.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chris has worked at 2 firms 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.

Chris Kiesel is currently employed as the Senior Operations Manager and Risk Consultant with Singer Burke Zimmer and Kogan. This activity accounts for approximately 40% of his time during trading hours. This outside business activity does not interfere with Chris Kiesel's time or commitment to GS's clients. Chris Kiesel is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Kiesel'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®

None

Experience

Current

January 5, 2024 - Present

GLIDESLOPE WEALTH MANAGEMENT

RIA

CRD#: 329234

San Diego, CA

Past

May 15, 2021 - January 19, 2024

SB CAPITAL MANAGEMENT, INC.

RIA

CRD#: 126826

ENCINO, CA

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
(1/5/2024)

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

State Security Law Exam

IAR

Series 65

Date: 5/15/2021

Uniform Investment Adviser Law Examination

Current Firm

GLIDESLOPE WEALTH MANAGEMENT

GLIDESLOPE WEALTH MANAGEMENT | GLIDESLOPE WEALTH MANAGEMENT LLC

CRD#: 329234 / SEC#:

California

Registered Investment Advisory firm - (1/5/2024 Approved)

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Contact information

Main Address

San Diego, CA

Mailing Address

3245 University Avenue #331, San Diego, CA 92104

Phone number

(619) 630-4525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 1,826,466

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Chris Kiesel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Kiesel's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLIDESLOPE WEALTH MANAGEMENT

SB CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2021

Current Firm

GLIDESLOPE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLIDESLOPE WEALTH MANAGEMENT

TRUST BUT VERIFY

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