Kristopher Donald Thompson
Investment adviser representative at Modera Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.7BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Modera Wealth Management, LLCApr 2026 to now
- Legion of ValorJul 2022 to now
- Osaic Wealth, Inc.Aug 2024 to Apr 2026
- Triad AdvisorsMar 2024 to Aug 2024
- The Ascent Group, LLCJan 2024 to Apr 2026
- Osaic Wealth, Inc.May 2021 to Jan 2024
- Key Financial, Inc.Jun 2018 to Jan 2024
- United States ArmyOct 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 6970445
- Firm CRD
- 155649