Krista Tuell Bowen

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 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

• 06/2013 → 08/2018
  Lpl Financial Llc
  Franklin, TN
• 07/2012 → 08/2018
  Monarch Advisory Group, Llc
  Franklin, TN
• 08/2018 → 12/2021
  Bb&T Securities, Llc
  Nashville, TN
• 02/2021 → 12/2021
  Truist Investment Services, Inc.
  Nashville, TN
• 02/2021 → 12/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2021 → Present
  Rockefeller Financial Llc
  Nashville, TN

Previous Registrations

• 2021-02-17 → 2021-12-06
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2018-08-14 → 2021-02-17
  Bb&T Securities, Llc
  Nashville, TN
  Richmond, VA
• 2014-05-30 → 2018-08-27
  Lpl Financial Llc
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2013-12-03
• S63 Uniform Securities Agent State Law Examination
  1999-06-23

Other Names

• Krista Dawn Tuell Bowen
• Krista Tuell Bowen
• Krista Bowen