Kristin Bence Poole

Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2011 → 05/2018
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2018 → Present
  Krilogy Financial
  Saint Louis, MO

Previous Registrations

• 2011-06-01 → 2018-05-23
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2010-11-16 → 2011-05-09
  Legatrust Financial Advisors, Inc.
  Saint Louis, MO
• 2007-09-04 → 2010-09-07
  New England Securities
  St. Louis, MO

Other Businesses

1. Washington University, non-investment related, 1 Brookings Drive St. Louis, MO 63130,teaching position, Adjunct Lecturer, March 2019, 5-10 hours per month outside, 5-10 hours per month during trading hours; Lecture on Wealth Management Practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-23
• S63 Uniform Securities Agent State Law Examination
  2006-10-17

Designations

• Certified Financial Planner

Other Names

• Kristin Otten
• Kristin Bence Otten