Kristen Elisabeth Moosmiller
Investment adviser representative at Northavenue LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$204.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mercer Global Advisors Inc.Jul 2026 to now
- Northavenue, LLCApr 2018 to now
- Partnership Financial LLCNov 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Northavenue LLC
$204.8MAssets managed
138Clients
3Advisers
4 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
- 6034968
- Firm CRD
- 297300