Kiersten Montenero
Investment adviser representative at Mk3 Wealth LLC
13 yearsExperience
1 stateRegistered in
$113.1MFirm assets
Under 1 yearFirm 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
13 years in the industry.
- Mk3 Wealth LLCApr 2026 to now
- Gilded Raven Games, LLCOct 2022 to Sep 2025
- Mk3 Wealth LLCMar 2020 to Mar 2026
- Rutgers UniversitySep 2017 to Jan 2021
- Cherokee High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Mk3 Wealth LLC
$113.1MAssets managed
85Clients
2Advisers
Under 1 yearIn 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
- 8254188
- Firm CRD
- 305760