Kiersten Montenero

MK3 WEALTH

CHERRY HILL, NJ 08002

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CRD#: 8254188

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.

Waitress, not investment related. Started May 2026. Grubhut, Manville NJ. Not during business hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiersten Montenero'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

April 17, 2026 - Present

MK3 WEALTH LLC

Office #1: 1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002

RIA

CRD#: 305760

CHERRY HILL, NJ

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".

MK3 WEALTH LLC

CRD#: 305760 / SEC#: 801-136283

RIA

Registered Investment Advisory firm - (6/10/2026 Approved)

Louisiana

Registered Investment Advisory firm - (7/25/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (8/14/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (7/8/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 3/30/2026

Uniform Investment Adviser Law Examination

Current Firm

MK3 WEALTH LLC

CRD#: 305760 / SEC#: 801-136283

RIA

Registered Investment Advisory firm - (6/10/2026 Approved)

Louisiana

Registered Investment Advisory firm - (7/25/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (8/14/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (7/8/2026 Terminated)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/15/2026)

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 113,141,146

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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Kiersten Montenero

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiersten Montenero's CRS (Customer Relationship Summary).

Certified licenses

Experience

MK3 WEALTH LLC

Primary Firm SEC Registration

MK3 WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/30/2026

Current Firm

MK3 WEALTH LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MK3 WEALTH LLC

TRUST BUT VERIFY

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