Kristin A. Ramsay

TRUNORTH FINANCIAL SERVICES

Chambersburg, PA 17201

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CRD#: 7544286

Professional summary

Kristin Ashley Ramsay, who also goes by Kristin Ashley Hatch, Kristin Ramsay, is a registered financial advisor currently at TRUNORTH FINANCIAL SERVICES, INC. located in Chambersburg, Pennsylvania.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kristin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristin Ashley Hatch | Kristin Ramsay

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.

Denim Coffee Company, 37 E Garfield St, Shippensburg PA 17257, minority owner, 2-11-2011, non-investment-related, coffee roasting and coffee shop business, 0 hours per month are devoted to the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Ashley Ramsay'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

November 10, 2022 - Present

TRUNORTH FINANCIAL SERVICES, INC.

Office #1: 425 Phoenix Drive, Chambersburg, PA 17201

RIA

CRD#: 111308

Chambersburg, PA

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".

TRUNORTH FINANCIAL SERVICES, INC.

THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.

CRD#: 111308 / SEC#: 801-112919

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Maryland

Registered Investment Advisory firm - (10/12/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/24/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(11/10/2022)

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: 11/10/2022

Uniform Investment Adviser Law Examination

Current Firm

TRUNORTH FINANCIAL SERVICES, INC.

THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.

CRD#: 111308 / SEC#: 801-112919

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Maryland

Registered Investment Advisory firm - (10/12/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/24/2018 Terminated)

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Contact information

Main Address

425 Phoenix Drive, Chambersburg, PA 17201

Mailing Address

Phone number

(717) 267-1426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUNORTH FINANCIAL SERVICES, INC. PART 2 FORM ADV (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,085
AUM (Assets Under Management)	$ 257,928,288

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.

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Kristin A. Ramsay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Ashley Ramsay's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUNORTH FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUNORTH FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2022

Current Firm

TRUNORTH FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUNORTH FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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