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KV

Kristen N. Vernace

PATHWAYS FINANCIAL PLANNING
PORTSMOUTH, NH 03801
Some features on this profile are disabled
CRD#: 7722259
KV

Professional summary

Kristen Nicole Vernace, who also goes by Kristen Vernace, is a registered financial advisor currently at PATHWAYS FINANCIAL PLANNING located in Portsmouth, New Hampshire.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kristen has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Vernace

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.
- Countiss Wealth Management - Investment Related - 344 Keyway Drive Suite B Flowood, MS 39232 - Financial Planning clearing through LPL Financial Services - Para planner - 11/2024 - up to 10 hours a week - up to 10 hours a week - Paraplanning - Entering client information into eMoney and creating retirement projections.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Nicole Vernace'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 8, 2025 - Present

PATHWAYS FINANCIAL PLANNING

Office #1: 1 New Hampshire Ave Suite 125, Portsmouth, NH 03801
RIA
CRD#: 334143
PORTSMOUTH, NH
Past

April 20, 2023 - October 24, 2024

CORNERSTONE FINANCIAL PLANNING, LLC

RIA
CRD#: 129656
PORTSMOUTH, NH

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
Maine
(9/24/2025)
IAR
New Hampshire
(1/8/2025)
IAR
New Jersey
(8/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2023
Uniform Investment Adviser Law Examination

Current Firm

PF
PATHWAYS FINANCIAL PLANNING
PATHWAYS FINANCIAL PLANNING | PATHWAYS FINANCIAL PLANNING, LLC

CRD#: 334143 / SEC#:

Maine
Registered Investment Advisory firm - (9/24/2025 Approved)
New Hampshire
Registered Investment Advisory firm - (1/8/2025 Approved)
New Jersey
Registered Investment Advisory firm - (8/15/2025 Approved)
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Contact information

Main Address
1 New Hampshire Ave Suite 125, Portsmouth, NH 03801
Mailing Address
Phone number
(207) 358-8608
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

PATHWAYS FINANCIAL PLANNING

CRD#: 334143Portsmouth, NH 03801

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