Kristina Lea Strickland

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2013 → 08/2018
  Trinity Planning Group
  Overland Park, KS
• 08/2018 → 06/2024
  Infinitas
  Overland Park, KS
• 06/2013 → 08/2018
  Commonwealth Financial Network
  Waltham, MA
• 08/2018 → 06/2024
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2016 → Present
  Bks Property Group
  Kearney, MO
• 06/2024 → Present
  Rally Wealth And Benefits
  Overland Park, KS
• 11/2024 → Present
  Liberty Public Schools
  Liberty, MO

Previous Registrations

• 2018-05-07 → 2024-07-01
  Commonwealth Financial Network
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. NAME OF OTHER BUSINESS: CHILDREN'S DIRECTOR FAITH VINEYARD CHURCH INVESTMENT RELATED: NO ADDRESS: 607 RT 92 E, KEARNEY, MO 64060 NATURE OF BUSINESS: MINISTRY START DATE: 4/2019 POSITION/TITLE/RELATIONSHIP: CHILDREN'S DIRECTOR/CHILDREN'S PASTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF ORGANIZING KIDS' MINISTRY VOLUNTEER SCHEDULE AND DEVELOPING LESSON PLANS; 2. NAME OF OTHER BUSINESS: RALLY WEALTH AND BENEFITS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING FOR BOTH PRIVATE WEALTH CLIENTS AND QUALIFIED PLAN SERVICES START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISOR BUSINESS DEVELOPMENT FOR PRIVATE WEALTH AND QUALIFIED PLANS. I DO ALSO MAINTAIN A SMALL LEVEL OF PRIVATE WEALTH CLIENTS IN WHICH I AM THEIR DIRECT ADVISOR; 3. NAME OF OTHER BUSINESS: LIBERTY PUBLIC SCHOOLS, INVESTMENT RELATED: NO, ADDRESS: 7 VICTORY DR, LIBERTY, MO 64068, NATURE OF BUSINESS: EDUCATION, START DATE: 11/20224, POSITION/TITLE/RELATIONSHIP: SPECIAL EDUCATION PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 35, APX NUMBER OF HOURS DURING TRADING HOURS: 28, BRIEF DESCRIPTION OF DUTIES: SPECIAL NEEDS EDUCATION; 4. NAME OF OTHER BUSINESS: RED TRAIL FARM AND STABLES; INVESTMENT RELATED: NO; ADDRESS: 15978 HIGHWAY Y, EXCELSIOR SPRINGS, MO 64024; NATURE OF BUSINESS: FARM & STABLES; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RUN A HORSEBACK RIDING LESSON AND TRAINING FACILITY; 5. NAME OF OTHER BUSINESS: RALLY INSURANCE LLC; INVESTMENT RELATED: NO; ADDRESS: 15978 HIGHWAY Y, EXCELSIOR SPRINGS, MO 64024; NATURE OF BUSINESS: PROPERTY AND CASUALTY INSURANCE; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SELL, SERVICE AND CONSULT ON PROPERTY AND CASUALTY INSURANCE CASES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-02
• S63 Uniform Securities Agent State Law Examination
  2014-01-04