Best Investors Account Sign in
Inactive

Kristen Grace Smith

Compound Planning, Inc.

Mckinney, TX

New York, NY

Claim This Profile
Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-22
  • TX RA
    APPROVED
    Since 2024-03-22

Branch Locations

Mckinney, TX • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Resource Consulting Group, Inc. Austin TX 08/2019 07/2020
Resource Consulting Group, Inc. Austin TX 09/2014 08/2019
Personal Capital Advisors Dallas TX 07/2020 02/2023
Empower Advisory Group, Llc Greenwood Village CO 02/2023 12/2023
Compound Planning Austin TX 03/2024 Present
Previous Registrations
Designations
Other Names
  • Kristen Niethamer
  • Kristen Grace Niethamer

View on SEC IAPD

More in Mckinney, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor