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Loren Christopher Krieg

Investment adviser representative at Facet
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm 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

26 years in the industry.

  1. FacetJan 2024 to now
  2. Tapfin/eyApr 2020 to Jan 2024
  3. Florida Financial Advisors, Inc.Nov 2019 to Feb 2020
  4. WalgreensJan 2000 to Aug 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Facet

Legal name: Facet Wealth, Inc

$8.7BAssets managed
16,053Clients
94Advisers
9 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
7198593
Firm CRD
285961
Advisor's SEC record (opens in a new tab)
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