Kristie
Kughler
Knox Wealth Partners Advisory
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About this Advisor
Kristie Kughler is a chartered financial consultant based in Knoxville, Tennessee with 2 years of relevant experience. Kughler is an employee of Knox Wealth Partners Advisory. Their career trajectory has included roles at Ameriprise Financial Services, Inc, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Lpl Financial, LLC and Knox Wealth Partners Advisory, LLC. Kughler has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Knox Wealth Partners Advisory is a registered investment business based out of Knoxville, TN. It has a total of seven advisors. It has $145 million in total assets between its 602 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 602 customer accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Knox Wealth Partners Advisory performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services are provided. However, fee types billed by Knox Wealth Partners Advisory likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Knox Wealth Partners Advisory Brokerage Details
$145,331,836
7
602
$241,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristie Kughler Work History
Kristie has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Knox Wealth Partners Advisory, LLC
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
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 Kristie Kughler 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 Knox Wealth Partners Advisory
Knoxville, TN
Knoxville, TN
Knoxville, TN
Lenoir City, TN
Knoxville, TN
Knoxville, TN
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