TH
Trista Holwager
KUBITREE
MATTHEWS, NC
CRD#: 8075433
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TH
Trista HolwagerKUBITREE
Professional summary
Trista Holwager is a registered financial advisor currently at KUBITREE LLC located in Matthews, North Carolina.
Trista is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Trista has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Trista Holwager'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®
NoneExperience
Current
June 13, 2025 - Present
KUBITREE LLC
RIA
CRD#: 336330
MATTHEWS, NC
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
North Carolina(6/13/2025)
Current Firm
KL
KUBITREE LLC
KUBITREE LLC
CRD#: 336330 / SEC#:
North Carolina
Registered Investment Advisory firm - (6/11/2025 Approved)Loading...
Contact information
Main Address
Matthews, NC
Mailing Address
Phone number
(704) 604-7252
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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