Kristen
Buchman
Castlepoint Wealth Advisors
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About this Advisor
Kristen Buchman is a certified financial planner based out of Oklahoma City, Oklahoma with 1 year of industry experience. Buchman is currently employed by Castlepoint Wealth Advisors. Throughout their career, Buchman has worked at Venturi Private Wealth, The Trust Company, Kansas State University, Kansas State University - Poercat Financial, Lyndon High School and Castlepoint Wealth Advisors. Buchman is approved to advise clients in Oklahoma. Castlepoint Wealth Advisors is a registered investment firm that has its headquarters in Oklahoma City, OK. It controls $327 million in total assets across its 227 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 227 accounts, 39% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fees billed by Castlepoint Wealth Advisors most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castlepoint Wealth Advisors Brokerage Details
$326,698,065
10
227
$1,439,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kristen Buchman Work History
Kristen has been registered as a financial advisor for 1 years.*
Castlepoint Wealth Advisors
Venturi Private Wealth
Kansas State University
The Trust Company
Kansas State University - Poercat Financial
Kansas State University
Kansas State University
Lyndon High School
*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 Kristen Buchman 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 Castlepoint Wealth Advisors
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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.
