Kristina Gwendolyn Kearney

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 06/2018 → 01/2020
  Priority Financial Partners
  Durango, CO
• 01/2015 → 05/2018
  Homemaker
  Los Angeles, CA
• 08/2020 → 10/2021
  Dynamic Wealth Advisors Dba Sea To Peak Financial Advisors
  Denver, CO
• 01/2020 → 07/2020
  Unemployed
  Denver, CO
• 11/2021 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2020-08-03 → 2021-10-29
  Dynamic
  Denver, CO
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-07

Designations

• Certified Financial Planner

Other Names

• Kristina Gwendolyn Kearney
• Kristi Aldrich
• Kristi Kearney