Kristen April Kuzma

Employer firm

Fairway Wealth Management LLC CRD 311031

$2.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 11/2007 → 12/2020
  Fairway Wealth Management Llc
  Independence, OH
• 12/2020 → Present
  Fairway Wealth Llc
  Independence, OH

Previous Registrations

• 2017-02-28 → 2020-12-02
  Fairway Wealth Management Llc
  Independence, OH

Other Businesses

I am the sole proprietor of a handmade jewelry business. The name of the business is Cleveland Accents. It is a non-investment related business. The jewelry is made by me, out of my home at 246 Steeple Chase Run, Northfield, OH 44067. Along with creating the jewelry, I also sell it at craft shows and online. I began this business in November 2011. I do not do any business during security trading hours and I devote anywhere from zero to 20 hours per month making and selling jewelry.

Designations

• Certified Financial Planner