Kristie
Kughler
Knox Wealth Partners Advisory
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About this Advisor
Kristie Kughler is a financial advisor based in Knoxville, Tennessee, working with Knox Wealth Partners Advisory. Kristie has previously held positions at Ameriprise Financial Services, Inc, Eagle Strategies LLC, Lpl Financial, LLC, Knox Wealth Partners Advisory, LLC, Nylife Securities LLC, and New York Life Insurance Company. Kristie has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Kristie is part of Knox Wealth Partners Advisory, which operates out of Knoxville, Tennessee. The firm has one office and seven employees. The firm manages assets totaling $176.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Knox Wealth Partners Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Knox Wealth Partners Advisory Brokerage Details
$176,934,432
7
500
$353,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristie Kughler Work History
Lpl Financial, LLC
Knox Wealth Partners Advisory, LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Ameriprise Financial Services, Inc
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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