Kristi Kay Adams
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCJul 2021 to now
- BniAug 2019 to Aug 2019
- Lori TauringApr 2019 to Jul 2021
- Blue Heron Professional Group LLCJan 2018 to Jul 2021
- Longfellow Business AssociationAug 2012 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2006 to Jul 2021
- Waddell & Reed, Inc.Dec 2005 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5074435
- Firm CRD
- 6413