Kristi Lewis Tidwell

Employer firm

Asset Dedication, LLC CRD 151988

$2.93B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• PORTFOLIO CONSULTING; PROVIDES SERVICES (1), (2), & (5) ABOVE AS THIRD-PARTY ADVISOR OR SUB-ADVISOR

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

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

Current Employers

Employment History

• 03/2014 → 08/2019
  The Thigpen Group
  Jackson, MS
• 09/2019 → 10/2022
  Advisor Allies, Llc
  Madison, MS
• 12/2019 → 10/2022
  Asset Dedication Llc
  San Francisco, CA
• 10/2022 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → 09/2025
  Focus Partners Wealth, Llc
  Boston, MA
• 09/2025 → Present
  Asset Dedication, Llc
  San Francisco, CA

Previous Registrations

• 2024-07-01 → 2025-10-17
  Focus Partners Wealth, Llc
  Deerfield, IL
  St. Louis, MO
• 2022-11-14 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Deerfield, IL
  St Louis, MO
  Madison, MS
• 2022-05-05 → 2022-10-04
  Asset Dedication, Llc
  Ridgeland, MS
  San Francisco, CA
• 2020-01-28 → 2021-12-31
  Asset Dedication, Llc
  Ridgeland, MS
  San Francisco, CA
• 2006-06-08 → 2008-06-03
  Stanford Group Company
  Jackson, MS

Other Businesses

Name of Business: New Path Planning Nature of Business: Divorce financial planning services Position: Owner Start Date: 10/2025 Approximate Hours per Month: [Insert actual estimate, e.g., 20 hours] Description: Provides divorce-planning services under the marketing name New Path Planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-03

Designations

• Certified Financial Planner

Other Names

• Kristi Lynn Lewis
• Kristi Lynn Lewis