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Kristen Michele Cline

Trek Financial

Scottsdale, AZ

Boise, ID

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Current Employers
Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-09-10
  • ID RA
    APPROVED
    Since 2021-09-10

Branch Locations

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

1087 W River St. Ste 280, Boise, ID 83702 • 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
Trek Financial Scottsdale AZ 10/2016 Present
Axa Advisors Boise ID 05/2016 10/2016
Boise State University Boise ID 08/2013 06/2017
  • 10/2016 → Present
    Trek Financial
    Scottsdale, AZ
  • 05/2016 → 10/2016
    Axa Advisors
    Boise, ID
  • 08/2013 → 06/2017
    Boise State University
    Boise, ID
Other Businesses

INSURANCE LICENSED - LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
Designations
Other Names
  • Kristen Grijalba
  • Kristen Michele Grijalba

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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