Kristen Dawn Buchman
Investment adviser representative at Castlepoint Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$751.4MFirm 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
Experience
11 years in the industry.
- Castlepoint Wealth AdvisorsFeb 2022 to now
- Venturi Private WealthOct 2020 to Jan 2022
- Kansas State UniversityJan 2019 to May 2019
- The Trust CompanySep 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OK).
Castlepoint Wealth Advisors
Legal name: Ark & Tlk Investments, LLC
$751.4MAssets managed
283Clients
9Advisers
11 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
- 7310898
- Firm CRD
- 205512