Kirstyn Leigh Simon
Investment adviser representative at Fi3 Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fi3 Financial Advisors, LLCSep 2025 to now
- Fi3 AdvisorsSep 2025 to now
- Clementine Properties, LLCAug 2023 to now
- Range Finance, IncSep 2023 to Jul 2025
- JPMorgan Chase Bank NAJul 2016 to Sep 2023
- JPMorgan Securities LLCJul 2016 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Fi3 Financial Advisors, LLC
$1.1BAssets managed
258Clients
9Advisers
8 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
- 6674791
- Firm CRD
- 168005