Kristopher
Field

Momentum Independent Network Inc

CRD#4603208
Investment Advisor
in Allen, TX

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About this Advisor

Kristopher Field is a financial advisor based in Allen, Texas, working with Momentum Independent Network Inc. Kristopher has previously held positions at Field Wealth Management, Jrl Capital Advisors LLC, Jrl Capital Corporation, Glp Investment Services, LLC, Meridian Pacific Properties, Bradley Woods & Co. LTD, Bbva Wealth Solutions Inc, Pnc Investments, Hilltop Securities, Equity Build, Compass Bank, Bbva Compass Insurance Agency Inc, and Bbva Securities Inc. Kristopher has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Kristopher is part of Momentum Independent Network Inc, which operates out of Allen, Texas. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Allen, TX

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$1,117,141,327

TX Average: $3,042,739,679
Total Number of Employees

139

TX Average: 49
Total Number of Accounts

3,528

TX Average: 2,315
Average Account Size

$316,650

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kristopher Field Work History

2022 - Present (2 years)

Hilltop Securities

2021 - Present (3 years)

Pnc Investments

2019 - 2021 (2 years)

Bbva Wealth Solutions Inc

2019 - 2021 (2 years)

Compass Bank

2019 - 2021 (2 years)

Bbva Compass Insurance Agency Inc

2019 - 2021 (2 years)

Bbva Securities Inc

2018 - 2018 (< 1 year)

Bradley Woods & Co. LTD

2017 - 2018 (1 year)

Equity Build

2016 - 2017 (1 year)

Glp Investment Services, LLC

2014 - 2016 (2 years)

N/A

2013 - 2014 (1 year)

Jrl Capital Advisors LLC

2013 - 2014 (1 year)

Jrl Capital Corporation

2013 - 2016 (3 years)

Meridian Pacific Properties

2010 - 2016 (6 years)

Field Wealth Management

Disclosures

Please visit the SEC profile of Kristopher Field 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 Momentum Independent Network Inc

Emilio Fuentes
Dallas, TX
Robert Berry
Dallas, TX
Stephen Mckimmey
Dallas, TX
Michael Kane
Sherman, TX
Michael Hogan
Hilton Head Island, SC
Skyler Hedden
Dallas, TX
Vincent Dobransky
Dallas, TX
Kimika Tada
Dallas, TX

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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