Kristi Lewis Tidwell
Investment Adviser Representative at Asset Dedication, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kristi Lewis Tidwell is an investment adviser representative with Asset Dedication, LLC in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Focus Partners Wealth, LLC and Buckingham Strategic Wealth, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California and Mississippi.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Mississippi
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Thigpen GroupMar 2014 – Aug 2019Jackson, MS
- Advisor Allies, LLCSep 2019 – Oct 2022Madison, MS
- Asset Dedication LLCDec 2019 – Oct 2022San Francisco, CA
- Buckingham Strategic Wealth, LLCOct 2022 – Jun 2024Clayton, MO
- Focus Partners Wealth, LLCJul 2024 – Sep 2025Boston, MA
- Asset Dedication, LLCSep 2025 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset Dedication, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Francisco, CA
- SEC file number:
- 801-71892
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Asset Dedication, LLC
10 other advisors in the directory
Similar advisors in San Francisco, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristi Lewis Tidwell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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