Kristen Mansfield Echols is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | 2023-08-30 | present | Yes |
| BERGANKDV WEALTH MANAGEMENT, LLC | 2023-07-12 | 2023-07-19 | — |
| CREATIVE PLANNING, LLC | 2021-12-17 | 2023-07-19 | — |
| LOCKTON INVESTMENT ADVISORS, LLC | 2021-03-30 | 2021-12-31 | — |