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Kristin Marie Rasmussen

Kmr Wealth Advisory, LLC

San Luis Obispo, CA

CRD 2298759

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Employer firm

Kmr Wealth Advisory, LLC CRD 171327

$65.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers
  • NON-DISCRETIONARY INVESTMENT ADVICE WITHOUT TRADING

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

Current Employers
Kmr Wealth Advisory, Llc

1042 Pacific Street Suite C, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2015-02-06
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2015-02-06

Branch Locations

1042 Pacific Street Suite C, San Luis Obispo, CA 93401 • 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
Kmr Wealth Advisory, Llc San Luis Obsipo CA 07/2014 Present
Previous Registrations
  • 2008-12-26 → 2014-08-05
    Securities America Advisors, Inc.
    San Luis Obispo, CA
  • 2004-11-29 → 2008-12-31
    Eplanning Advisors Inc
    San Luis Obispo, CA
  • 2001-02-01 → 2004-12-01
    Financial West Group
    San Luis Obispo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-20
S63 Uniform Securities Agent State Law Examination 1993-02-04
  • S65 Uniform Investment Adviser Law Examination
    2006-09-20
  • S63 Uniform Securities Agent State Law Examination
    1993-02-04
Designations
  • Certified Financial Planner
Other Names
  • Kristin Marie Von Der Lohe
  • Kristin Marie Vonderlohe

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

JAY MICHAEL DOUGLAS
RALPH MICHAELS SLOCUM
TRINA JACQLEEN CISNEROS

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

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