KM
Kiersten Montenero
MK3 WEALTH
CHERRY HILL, NJ 08002
CRD#: 8254188
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KM
Kiersten MonteneroMK3 WEALTH
Professional summary
Kiersten Montenero is a registered financial advisor currently at MK3 WEALTH LLC located in Cherry Hill, New Jersey.
Kiersten is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kiersten 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 Kiersten Montenero'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
April 17, 2026 - Present
MK3 WEALTH LLC
Office #1: 1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002RIA
CRD#: 305760
CHERRY HILL, NJ
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
New Jersey(4/17/2026)
Current Firm
MW
MK3 WEALTH LLC
MK3 WEALTH LLC
CRD#: 305760 / SEC#:
Louisiana
Registered Investment Advisory firm - (7/25/2022 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2019 Approved)North Carolina
Registered Investment Advisory firm - (11/1/2019 Approved)Loading...
Contact information
Main Address
1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002
Mailing Address
Phone number
(856) 545-0077
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 113,141,146 |
Red Flags
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