Kristen
Mignogna

Tyler-Stone Wealth Management, LLC

CRD#7129774
Investment Advisor
in Eastlake, OH

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About this Advisor

Kristen Mignogna is a financial advisor based in Eastlake, Ohio, working with Tyler-Stone Wealth Management, LLC. Kristen has previously held positions at Lpl Financial, LLC, Hupp Tax Service, Tyler-Stone Wealth Management, LLC, and Tyler-Stone Wealth Management. Kristen has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Kristen is part of Tyler-Stone Wealth Management, LLC, which operates out of Eastlake, Ohio. The firm has 6 offices and 26 employees. The firm manages assets totaling $460.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Tyler-Stone Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32341 Vine Street
Eastlake, OH 44095

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Tyler-Stone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$460,295,669

OH Average: $2,106,341,625
Total Number of Employees

26

OH Average: 34
Total Number of Accounts

1,599

OH Average: 1,972
Average Account Size

$287,865

OH Average: $1,068,125

Investment Advisory Services

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

Kristen Mignogna Work History

2020 - Present (4 years)

Tyler-Stone Wealth Management, LLC

2019 - Present (5 years)

Lpl Financial, LLC

2016 - Present (8 years)

Hupp Tax Service

2019 - 2020 (1 year)

Tyler-Stone Wealth Management

Disclosures

Please visit the SEC profile of Kristen Mignogna 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 Tyler-Stone Wealth Management, LLC

William Dimenna
Beachwood, OH
Matthew Darcy
Eastlake, OH
Stephanie Stone
Beachwood, OH
Kristen Mignogna
Eastlake, OH
Tina Hallier
Beachwood, OH
Jonathan Schonfeld
Beachwood, OH
Jonathan Hartzler
Beachwood, OH
Stuart Abrams
Beachwood, OH

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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