Kristen Voigtsberger

Certior Financial Group, LLC

6 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Certior Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

491 clients

Average Client Portfolio

$790K average

Assets Under Management

$388.0M

Fee Structure

Location

20104 Valley Forge Circle, King of Prussia, PA, 19406

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Certior Financial Group, LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Driveadvisory, LLC

May 2022 - April 2023 · 11 mos

Mywallst Advisory LLC

August 2021 - October 2023 · 2 yrs 2 mos

Hoey Investments, INC.

August 2019 - October 2021 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.