Kristina R Meisner

Employer firm

T. Rowe Price Advisory Services, Inc. CRD 108958

$5.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2014 → 07/2019
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 06/2014 → 07/2019
  Usaa Financial Planning Services
  Colorado Springs, CO
• 09/2016 → 10/2016
  Halloween City
  Colorado Springs, CO
• 05/2017 → 03/2019
  Plexus Worldwide
  Scottsdale, AZ
• 06/2017 → 05/2019
  Party City
  Colorado Springs, CO
• 01/2018 → 07/2019
  Usaa Investment Management Company
  San Antonio, TX
• 09/2018 → 07/2020
  Kokomo Sno
  Colorado Springs, CO
• 08/2019 → Present
  T Rowe Price
  Colorado Springs, CO

Previous Registrations

• 2018-01-08 → 2019-08-14
  Usaa Investment Services Company
  San Antonio, TX
• 2014-07-11 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO
• 2012-07-10 → 2014-06-16
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2012-07-06
• S63 Uniform Securities Agent State Law Examination
  2011-04-21

Designations

• Certified Financial Planner

Other Names

• Kristina Ruth Holstine
• Kristina R Moon
• Kristina Ruth Moon
• Kristina Ruth Meisner