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Kristen L Barker

Investment adviser representative at Q3 Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm 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

Experience

12 years in the industry.

  1. Q3 Advisors, LLCMar 2026 to now
  2. Thrive Wealth Management, LLCMay 2025 to Jan 2026
  3. Commonwealth Financial NetworkApr 2024 to Mar 2025
  4. Milestone Financial Associates, LLCApr 2024 to Mar 2025
  5. Wescott Financial Advisory Group LLCJan 2022 to Mar 2024
  6. Asset Planning Services Ltd.Jul 2019 to Dec 2021
  7. Asset Planning Services Ltd.Oct 2014 to Jun 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (PA).

Q3 Advisors, LLC

$0Assets managed
0Clients
22Advisers
2 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
7176321
Firm CRD
284220
Advisor's SEC record (opens in a new tab)
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