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 with 1 year of industry experience. Kriegl is currently employed by Curran Financial Partners, LLC. Throughout their career, Kriegl has worked at Curran Financial Partners, Curran Financial Partners, LLC, Ameriprise Financial Services Inc, Fidelity Investments and Ameriprise Finnancial Franchise Of Andrea Riley Arnesen. Kriegl holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Curran Financial Partners, LLC is a financial advisory business that has its headquarters in Charleston, SC. The investment advisory business has offices in four locations and a total of 11 financial advisors. It oversees $319 million in assets across its 2,769 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,769 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial advisory fees depend on the financial services offered. Fees charged by Curran Financial Partners, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

1 year

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

$319,132,326

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

11

SC Average: 13
Total Number of Accounts

2,769

SC Average: 661
Average Account Size

$115,252

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

Christine has been registered as a financial advisor for 1 years.*

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

*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 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

Christine Kriegl
Charleston, SC
Michael Baer
Charleston, SC
Colin Stewart
Charleston, SC
Ross Dewaard
Charleston, SC
Frank Passalaqua
Charleston, SC
Matthew Dawson
Myrtle Beach, SC
David Sheaffer
Charleston, SC
Kyle Conner
Charleston, SC

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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