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Kirsten Natalie Ashbaugh

Investment adviser representative at Manuka Financial
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$218.1MFirm 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

13 years in the industry.

  1. Manuka FinancialApr 2025 to now
  2. Private Advisor Group, LLCMay 2021 to Apr 2025
  3. LPL Financial, LLCMar 2020 to Apr 2025
  4. ZerofoxAug 2018 to Mar 2020
  5. National Geospatial-intelligence AgencyJul 2013 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 3 states (CA, TX, VA).

Manuka Financial

Legal name: Manuka Financial, LLC

$218.1MAssets managed
56Clients
2Advisers
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
7245833
Firm CRD
313528
Advisor's SEC record (opens in a new tab)
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