Kristine J Clagett
Investment adviser representative at One Capital Management, LLC
17 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- One Capital Management, LLCOct 2021 to now
- 2four2, LLCFeb 2014 to Jun 2019
- Q4 Wealth ManagementNov 2009 to Dec 2025
- Nations Financial Group, Inc.Nov 2009 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 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
- 5738023
- Firm CRD
- 114861