KC
KC

Kristin Reeve Creighton

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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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.

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Other Business Activities

Kristin is a sole proprietor of Kristin Creighton Design, providing marketing, sales, and branding consulting services, dedicating about a quarter of her time. She also works as a marketing manager providing sales and graphics support for Sourcenet Investment Services LLC, dedicating full-time hours to this role.

Employment History
Current Registrations
Dai Wealth, LLC
February 2025 - Present · 1 yr
Dai Securities, LLCBroker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Concorde Investment Services, LLCBroker
September 2018 - January 2020 · 1 yr 4 mos
State Registrations13 states
CACTFLILMAMENCNHNJNYRITXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kristin Reeve Creighton - Financial Advisor | TrueAdvisor