Kristian Daniel Colvin

Employer firm

Emerson Equity LLC CRD 130032

$322M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

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

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

Current Employers

Employment History

• 09/2009 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 1999-05-17 → 2009-09-15
  Charles Schwab & Co., Inc.
  La Jolla, CA
  La Jolla, CA

Other Businesses

1) KRISTIAN COLVIN INVESTMENTS-INVESTMENT RELATED, 7946 IVANHOE AVE., SUITE 314 LA JOLLA, CA 92037, IT IS MY CORPORATION, WILL OCCASIONALY DO TRUSTEE AND SOME FIXED ANNUITY WORK, OWNER, I AM TRUSTEE FOR GABY RILEY TRUST A BENEFICIARY OF THE RILEY FAMILY TRUST. I WILL OCCASIONALY DO FIXED INCOME ANNUITIES FOR CLIENTS THROUGH NETANNUITY., 1-2 HOURS MONTHLY, 1-2 HRS DURING SECURITIES TRADING HOURS, 01/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-08
• S63 Uniform Securities Agent State Law Examination
  1997-06-26

Designations

• Certified Financial Planner

Other Names

• Kris Colvin