Kristen Zigrang

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Norfolk, VA 23510

CRD#: 8174379

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Professional summary

Kristen Zigrang, who also goes by Kristen Herrera, is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Norfolk, Virginia.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kristen has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Kristen Herrera

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 Kristen Zigrang'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

October 20, 2025 - Present

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Office #1: 150 W Main Street Suite 1860, Norfolk, VA 23510

RIA

CRD#: 105674

Norfolk, VA

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".

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 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

Virginia
(10/20/2025)

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

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 Approved)

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Contact information

Main Address

1100 Superior Ave East Suite 700, Cleveland, OH 44114

Mailing Address

Phone number

(216) 621-1090

Established

Firm type

Fiscal year end

# of Employees

223

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3-21-2025 (3/21/2025)

ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (3/21/2025)

CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3-21-2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	12,144
AUM (Assets Under Management)	$ 24,294,182,322

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/19/2025	Cover Page	Report
11/27/2024	Cover Page	Report
01/10/2024	Cover Page	Report

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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Kristen Zigrang

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Zigrang's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Primary Firm SEC Registration

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

State Registrations and Notice Filings

Exams

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

TRUST BUT VERIFY

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