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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Physician Wealth Services, LLC 1 year, 5 months Sep 2018 - Present
More With Less Financial Planning, LLC 1 year, 6 months Jun 2017 - Dec 2018
Connecticut Wealth Management, LLC 6 years, 6 months Oct 2010 - Apr 2017
Kr Wealth Management 8 months Jan 2010 - Sep 2010
LPL Financial LLC 1 year, 7 months Jun 2008 - Jan 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kayse Kress

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 21, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 19, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Symple

Last updated on Dec. 5, 2019
    • $6.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 109
      Accounts
    • $62.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees