Kristen Elizabeth Coombs
Investment adviser representative at Invested Advisors
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$268.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Invested AdvisorsDec 2020 to now
- Kristen Coombs Financial AdvisorsDec 2020 to now
- H. Beck, Inc.May 2013 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, PA, TX).
Invested Advisors
Legal name: Kristen E. Coombs LLC
$268.3MAssets managed
283Clients
3Advisers
5 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
- 4270127
- Firm CRD
- 311243