Kirstyn
Simon
Range Advisory, LLC
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About this Advisor
Kirstyn Simon is a financial advisor based in Mccordsville, Indiana, working with Range Advisory, LLC. Kirstyn has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Jp Morgan Chase & Co, Wells Fargo Advisors, Indiana Student Academic Center, Indiana University, Mcalister's Deli, Allegis Group, Clementine Properties, LLC, and Range Finance, Inc. Kirstyn has passed the Series 63 regulatory exam and is registered to provide services in Indiana, Pennsylvania, Texas, and Virginia. Currently, Kirstyn is part of Range Advisory, LLC, which operates out of Mccordsville, Indiana. The firm has 30 employees and manages assets totaling $27.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Range Advisory, LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Range Advisory, LLC Brokerage Details
$27,200,000
30
239
$113,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Kirstyn Simon Work History
Clementine Properties, LLC
Range Finance, Inc
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Mcalister'S Deli
Jp Morgan Chase & Co
Wells Fargo Advisors
Indiana Student Academic Center
Allegis Group
Indiana University
Disclosures
Please visit the SEC profile of Kirstyn Simon 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 Range Advisory, LLC
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Portland, OR
New York, NY
Mc Lean, VA
Mccordsville, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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