Kristie Marie Kughler

Current Employers

Employment History

• 07/2007 → 09/2017
  Ameriprise Financial Services, Inc.
  Knoxville, TN
• 09/2017 → 04/2021
  New York Life Insurance Company
  Knoxville, TN
• 10/2017 → 04/2021
  Nylife Securities Llc
  Knoxville, TN
• 10/2017 → 04/2021
  Eagle Strategies Llc
  Knoxville, TN
• 04/2021 → Present
  Lpl Financial, Llc
  Knoxville, TN
• 04/2021 → Present
  Knox Wealth Partners Advisory, Llc
  Knoxville, TN

Previous Registrations

• 2017-10-26 → 2021-04-30
  Eagle Strategies Llc
  Knoxville, TN

Other Businesses

1) 5/2020 - Other (Business Owner) - Kristie Kughler - 10% - Not Investment Related - Knoxville, TN 37919 2) 9/2017 - Non-Variable Insurance - KNOX WEALTH PARTNERS - Investment Related - 10% - Knoxville, TN 37919 3) 5/4/2021 - Knox Wealth Partners Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 4-26-2021 - 60 Hours Per Month/4 Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Knox Wealth Partners Advisory, LLC, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 5/27/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/1/2019 - 10 Hours Per Month/10 Hours During Securities Trading - Selling individual medicare and health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-22

Designations

Other Names

• Kristie Marie Taylor