Kristen Voigtsberger
Investment adviser representative at Certior Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$452.3MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Certior Financial Group, LLCOct 2023 to now
- Mywallst Advisory LLCAug 2021 to Sep 2023
- Compliers Consulting Services, LLCJul 2021 to Sep 2023
- UnemployedApr 2021 to Jun 2021
- Hoey Investments, Inc.Jun 2016 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Certior Financial Group, LLC
$452.3MAssets managed
478Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1692945
- Firm CRD
- 285502