Kristen Paige Kirkland
Investment adviser representative at Citrin Cooperman Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Citrin Cooperman Wealth Management, LLCNov 2025 to now
- Ostrow Reisin Berk & Abrams Ltd.Jul 2024 to Oct 2025
- Oxford Financial Group, Ltd.Aug 2019 to Jul 2024
- Bkd Wealth AdvisorsMay 2018 to Jul 2019
- Advos Legal, PllcSep 2017 to Jan 2018
- Global Intellectual Property Asset Management, PllcJun 2017 to May 2018
- Starlight Farm Animal SanctuaryDec 2016 to May 2018
- The Trust CompanySep 2016 to May 2018
- University of Tennessee College of LawAug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Citrin Cooperman Wealth Management, LLC
$1.7BAssets managed
63Clients
10Advisers
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
- 7021366
- Firm CRD
- 317528