Kristen AndrejevCRD Number: 1258260
Current Firm: Creative Planning
Kristen Andrejev (CRD# 1258260) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 38 years of experience in the finance industry. Kristen Andrejev has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Creative Planning, LLC||Overland Park, KS||Apr 2021 - Current||1|
|Sullivan, Bruyette, Speros & Blayney, LLC||Mclean, VA||Jan 2000 - Apr 2021||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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