Kristen Mansfield Echols
Investment adviser representative at Wealthspire Retirement Advisory
12 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business
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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
- Pension consulting
Experience
12 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Aug 2023 to Oct 2025
- Bergankdv Wealth Management, LLCJul 2023 to Jul 2023
- Creative Planning, LLCDec 2021 to Jul 2023
- Lockton Companies LLCDec 2020 to Dec 2021
- Lockton Investment Advisors LLCDec 2020 to Dec 2021
- Lockton Investment Securities LLCDec 2020 to Dec 2021
- Ima FinancialSep 2020 to Dec 2020
- Top Tier Talen Solutions LLCJan 2020 to Sep 2020
- Exended TravelFeb 2019 to Jan 2020
- First Western TrustAug 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7318567
- Firm CRD
- 121254