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Kristie Lynn Daniel

&Partners

Saint Louis, MO

CRD 4043071

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-07
  • MO RA
    APPROVED
    Since 2025-01-07

Branch Locations

1141 S 7Th Street , Saint Louis, MO 63104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc St. Louis MO 10/1999 11/2016
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 12/2024
&Partners Nashville TN 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-17
  • S66 Uniform Combined State Law Examination
    2014-02-17
Other Names
  • Kristie Lynn Cwiklowski

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC
MORGAN STANLEY

Nearby Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO

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