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Christine Marie Kriegl

Curran Financial Partners, LLC

Daniel Island, SC

CRD 3104999

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Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-08-05
  • SC RA
    APPROVED
    Since 2022-08-05

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • 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
Fidelity Investments Merrimack NH 02/2021 04/2022
Ameriprise Finnancial Franchise Of Andrea Riley Arnesen Nashua NH 03/2016 02/2021
Curran Financial Partners Charleston SC 04/2022 Present
Curran Financial Partners, Llc Charleston SC 04/2022 Present
  • 02/2021 → 04/2022
    Fidelity Investments
    Merrimack, NH
  • 03/2016 → 02/2021
    Ameriprise Finnancial Franchise Of Andrea Riley Arnesen
    Nashua, NH
  • 04/2022 → Present
    Curran Financial Partners
    Charleston, SC
  • 04/2022 → Present
    Charleston, SC
Previous Registrations
Other Businesses

Licensed to sell life and health insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-05
S66 Uniform Combined State Law Examination 2013-06-28
  • S65 Uniform Investment Adviser Law Examination
    2022-08-05
  • S66 Uniform Combined State Law Examination
    2013-06-28
Other Names
  • Christine Marie Plourde
  • Christine Marie Kriegl
  • Christine Kriegl
  • Christine M Plourde

View on SEC IAPD

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