Kristen Shrader Wilson

Current Employers

Employment History

• 08/2015 → Present
  University Health
  Augusta, GA
• 12/2017 → Present
  Independent Financial Group, Llc
  Martinez, GA

Previous Registrations

• 2005-03-15 → 2007-01-04
  Truist Investment Services, Inc.
  Augusta, GA
  Augusta, GA

Other Businesses

(1) KEYSTONE FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 200 START DATE: 02/12/2018 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: REGISTERED REPRESENTATIVE OF DBA KEYSTONE FINANCIAL SERVICES, LLC USED FOR MARKETING PURPOSES. (2) KEYSTONE FOUNDATION OF FINANCIAL EDUCATION POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2007 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: DBA Name for Marketing Purposes Only (3) KEYSTONE POWER COMPANY FINANCIAL PLANNING TEAM POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 05/06/2020 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: DBA Name for Marketing Purposes Only (4) PLEXUS POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2022 DESCRIPTION: Sales (5) WILSON WEALTH INVESTMENT MANAGEMENT POSITION: Agent/Representative NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/07/2022 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: Business entity of tax purposes. (6) CORNERSTONE BROKERAGE GROUP POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2024 ADDRESS: 3714 Executive Center Drive, Martinez GA 30907, United States DESCRIPTION: Insurance Sales (7) LUKEMIA LYMPHOMA SOCIETY VISIONARY OF THE YEAR POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2024 DESCRIPTION: Fundraising for charity organization - working events to raise funds - collecting donations

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22

Other Names

• Kristen Michelle Shrader
• Kristen Shrader Wilson
• Kristen Srader Wilson