Kristen Kirkwood

Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 03/2019
  Ohio National Financial Services
  Cincinnati, OH
• 01/2018 → 03/2019
  Ohio National Equities
  Cincinnati, OH
• 04/2019 → 01/2026
  Touchstone Securities, Inc.
  Cincinnati, OH
• 04/2019 → 01/2026
  Ifs Financial Services
  Cincinnati, OH
• 02/2026 → Present
  Mcf Advisors, Llc
  Covington, KY

Previous Registrations

• 2019-08-05 → 2026-01-29
  Touchstone Advisors Inc
  Cincinnati, OH

Other Businesses

Greater Cincinnati Mutual Fund Association; investment related; PO box 31206 Cincinnati OH 45231; Nature: Cincinnati Mutual Fund Association and networking group; Title: Board member; Start date 3/11/25; appr 1 hour/month; 0 during securities trading hours; Duties: General board member attending meetings and setting up networking and speaking events

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24

Other Names

• Kristen Marie Kirkwood