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Kristen Nicole Kunz

Financial Concepts

Columbus, MS

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Current Employers
Financial Concepts

2980 North Frontage Road, Columbus, MS 39701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-10
MS RA APPROVED 2024-05-02
  • TX RA
    APPROVED
    Since 2024-06-10
  • MS RA
    APPROVED
    Since 2024-05-02

Branch Locations

2980 North Frontage Road, Columbus, MS 39701 • 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
Financial Concepts Columbus MS 01/2020 05/2024
Mississippi University For Women Columbus MS 11/2017 01/2020
Lake Lowndes State Park Columbus MS 04/2014 11/2017
Financial Concepts Columbus MS 05/2024 Present
  • 01/2020 → 05/2024
    Financial Concepts
    Columbus, MS
  • 11/2017 → 01/2020
    Mississippi University For Women
    Columbus, MS
  • 04/2014 → 11/2017
    Lake Lowndes State Park
    Columbus, MS
  • 05/2024 → Present
    Financial Concepts
    Columbus, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-02
  • S65 Uniform Investment Adviser Law Examination
    2024-05-02
Other Names
  • Kristen Nicole Cockrell
  • Kristen Nicole Elsmore

View on SEC IAPD

Other Firms

IFG ADVISORY, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
FIRST COMMAND ADVISORY SERVICES
VALMARK ADVISERS, INC.
LPL FINANCIAL LLC

Other Investors

SUZETTE BURNS BATES
MORGAN BAIN NICKELS
DANETTE WEST STARKS
ERNEST MARTIN BLACKBURN
JEFFREY W CHASE
TONY RANDAL JACKSON
STEVAN LENOIR BLACK
AMY ELIZABETH SHELTON

Other Offices

IFG ADVISORY, LLC · Columbus, MS
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COLUMBUS, MS
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, MS
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, MS
SILVER OAK SECURITIES, INCORPORATED · Columbus, MS
FIRST COMMAND ADVISORY SERVICES · Columbus, MS
VALMARK ADVISERS, INC. · Columbus, MS
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, MS

More in Columbus, MS

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