Kristen Elizabeth Coombs

Employer firm

Invested Advisors CRD 311243

$268M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 12/2020
  H. Beck, Inc.
  Bethesda, MD
• 12/2020 → Present
  Kristen Coombs Financial Advisors
  State College, PA

Previous Registrations

• 2013-05-31 → 2020-12-01
  Grove Point Investments, Llc
  Rockville, MD
  State College, PA
• 2006-09-05 → 2013-05-31
  Vicus Capital, Inc.
  State College, PA
  State College, PA

Other Businesses

KRISTEN E. COOMBS POSITION: TRUSTEE NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 05/01/2007 ADDRESS: 153 ELLEN AVENUE, STATE COLLEGE PA 16801 DESCRIPTION: I OVERSEE AN INVESTMENT TRUST ACCOUNT.??,??, I CALCULATE INCOME AND DISTRIBUTE THE ANNUAL INCOME EACH YEAR TO THE INCOME BENEFICIARIES. THOMAS F. AND KRISTEN E. COOMBS JOINT TENANCY POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/15/2012 ADDRESS: 153 ELLEN AVENUE, STATE COLLEGE PA 16801 DESCRIPTION: PROPERTY MANAGEMENT AND/OR OVERSEEING OTHER PROPERTY MANAGERS. KRISTEN E. COOMBS, LLC DBA KRISTEN COOMBS FINANCIAL ADVISORS POSITION: Consultant NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 366 Walker Drive, Suite 370, State College PA 16801 DESCRIPTION: I solicit, sell and service non-variable insurance (e.g., life, accident, health, disability income,long-term care) or fixed annuities of other companies.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-07

Designations

• Certified Financial Planner

Other Names

• Kristen Clark
• Kristen Hefkin
• Kristen Elizabeth Hefkin