Kristopher Sekera
Investment adviser representative at Lifeguide Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$562.9MFirm assets
10 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
Experience
12 years in the industry.
- Lifeguide Financial Advisors, LLCJul 2024 to now
- Lifeguide Financial Advisors, LLCJul 2023 to Aug 2023
- Summer's Best Two WeeksMay 2022 to Aug 2022
- Pheple Federal Cedit UnionJul 2021 to Aug 2021
- Grove City CollegeAug 2020 to May 2024
- Pheple Federal Credit UnionJul 2018 to Jan 2021
- StudentJul 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lifeguide Financial Advisors, LLC
$562.9MAssets managed
778Clients
16Advisers
10 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
- 7959895
- Firm CRD
- 284842