Christine
Kriegl

Curran Financial Partners, LLC

CRD#3104999
Investment Advisor
in Charleston, SC

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About this Advisor

Christine Kriegl is a financial advisor based in Charleston, South Carolina, working with Curran Financial Partners, LLC. Christine has previously held positions at Ameriprise Financial Services Inc, Fidelity Investments, Ameriprise Financial Franchise Of Andrea Riley Arnesen, Curran Financial Partners, and Curran Financial Partners, LLC. Christine has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Christine is part of Curran Financial Partners, LLC, which operates out of Charleston, South Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $472.7 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 investment companies, pension consulting services, and selection of other advisers. The fee structure at Curran Financial Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

672 Marina Drive Suite 108
Charleston, SC 29492

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Curran Financial Partners, LLC Brokerage Details

Total Assets Under Management

$472,730,420

SC Average: $646,059,043
Total Number of Employees

10

SC Average: 13
Total Number of Accounts

3,230

SC Average: 661
Average Account Size

$146,356

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Christine Kriegl Work History

2022 - Present (2 years)

Curran Financial Partners

2022 - Present (2 years)

Curran Financial Partners, LLC

2021 - 2022 (1 year)

Fidelity Investments

2016 - 2021 (5 years)

Ameriprise Finnancial Franchise Of Andrea Riley Arnesen

2013 - 2016 (3 years)

Ameriprise Financial Services Inc

Disclosures

Please visit the SEC profile of Christine Kriegl 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 Curran Financial Partners, LLC

Colin Stewart
Charleston, SC
Christopher Mcquade
Charleston, SC
Christine Kriegl
Charleston, SC
Joseph Iafelice
Charleston, SC
Michael Baer
Charleston, SC
Adam Curran
Charleston, SC
Ross Dewaard
Charleston, SC
Frank Passalaqua
Charleston, SC

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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