Lawrence
Kriesmer

Measured Risk Portfolios

CRD#1574511
Investment Advisor
in San Diego, CA

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About this Advisor

Lawrence Kriesmer is a chartered financial consultant based out of San Diego, California with a total of 11 years of industry experience. Kriesmer is an employee of Measured Risk Portfolios. The advisor has gained experience at Independent Financial Group, LLC, Measured Risk Portfolios, Inc and D/B/A Kingsroad Financial & Insurance Services. Kriesmer maintains a Series 63 license, qualifying them as a securities broker, and can advise clients in Arizona, California, Texas and Washington. Measured Risk Portfolios is a business operating out of San Diego, CA. It has $240 million in assets under management across its 1,059 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,059 accounts, 21% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees usually vary depending on the services provided. Fees billed by Measured Risk Portfolios can include any blend of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

5230 Carroll Canyon Road #224
San Diego, CA 92121

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Measured Risk Portfolios Brokerage Details

Total Assets Under Management

$239,975,906

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

1,059

CA Average: 3,727
Average Account Size

$226,606

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Lawrence Kriesmer Work History

Lawrence has been registered as a financial advisor for 11 years.*

2002 - Present (22 years)

Measured Risk Portfolios, Inc

2002 - Present (22 years)

D/B/A Kingsroad Financial & Insurance Services

2006 - 2017 (11 years)

Independent Financial Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Kriesmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Measured Risk Portfolios

Sarah Stallins
San Diego, CA
Lawrence Kriesmer
San Diego, CA
Bernard Surovsky
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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