Kristen Voigtsberger

Employer firm

Certior Financial Group, LLC CRD 285502

$452M regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 03/2021
  Hoey Investments, Inc.
  West Chester, PA
• 07/2021 → 09/2023
  Compliers Consulting Services, Llc
  New York, NY
• 04/2021 → 06/2021
  Unemployed
  West Chester, PA
• 08/2021 → 09/2023
  Mywallst Advisory Llc
  New York, NY
• 10/2023 → Present
  Certior Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2021-08-25 → 2023-10-12
  Mywallst Advisory Llc
  West Chester, PA
• 2022-05-25 → 2023-04-25
  Driveadvisory, Llc
  West Chester, PA
• 2019-08-26 → 2021-10-12
  Hoey Investments, Inc.
  Coatesville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-05
• S63 Uniform Securities Agent State Law Examination
  1987-07-15

Other Names

• Kristen Elizabeth Voigtsberger