Kristina Anne Rodriguez
Investment adviser representative at Invst, LLC
18 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 yearsFirm in business
Are you Kristina Anne Rodriguez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Invst, LLCApr 2017 to now
- Jarred Bunch ConsultingAug 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Invst, LLC
$1.6BAssets managed
2,301Clients
26Advisers
10 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
- 4656037
- Firm CRD
- 282863