Kristina Marie Meyers

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services, Inc.
  Fort Collins, CO
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Fort Collins, CO
• 06/2006 → Present
  First Tech Federal
  Fort Collins, CO

Previous Registrations

• 2009-04-15 → 2012-07-16
  Addison Avenue Financial Partners, Llc
  Loveland, CO
  Ft. Collins, CO
  Rocklin, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 2720 Council Tree Ave Ste 188, Fort Collins, CO, 80525, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members (2)Name of Business: Kristina Marie LLC Address: 328 North Shore Circle, Windsor, CO, 80550, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage real estate investment properties (3)Name of Business: Meyers Properties, LLC Address: 328 N Shore Cir, Windsor, CO, 80550, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Investor (4)Name of Business: SpaceX Address: 328 N. Shore Cir, Windsor, CO, 80550, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 06/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2009-02-12

Other Names

• Kristina Marie Skufca