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KT

Kristi J. Thompson

WEALTH MANAGEMENT PARTNERS
Tucson, AZ 85718
Some features on this profile are disabled
CRD#: 7726713
KT

Professional summary

Kristi Jo Thompson, who also goes by Kristi Jo Dorpinghaus, is a registered financial advisor currently at WEALTH MANAGEMENT PARTNERS, LLC located in Tucson, Arizona.

Kristi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kristi has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristi Jo Dorpinghaus

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristi Jo Thompson'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

June 22, 2023 - Present

WEALTH MANAGEMENT PARTNERS, LLC

Office #1: 1980 E River Road Suite 120, Tucson, AZ 85718
RIA
CRD#: 309790
Tucson, AZ

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".
WM
WEALTH MANAGEMENT PARTNERS, LLC
WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA
Registered Investment Advisory firm - (10/1/2020 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
Arizona
(6/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2021
Securities Industry Essentials Examination

Current Firm

WM
WEALTH MANAGEMENT PARTNERS, LLC
WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA
Registered Investment Advisory firm - (10/1/2020 Approved)
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Contact information

Main Address
1980 E River Road Suite 120, Tucson, AZ 85718
Mailing Address
Phone number
(520) 297-7999
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (15 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

FORM ADV PART 2A - FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts2,085
AUM (Assets Under Management)$ 667,042,692

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

WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790Tucson, AZ 85718

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