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Kristina Gwendolyn Kearney

Investment Adviser Representative at Mission Wealth Management, LP

Denver, COCRD #6137113Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kristina Gwendolyn Kearney is an investment adviser representative with Mission Wealth Management, LP in Denver, CO, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with Dynamic Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/7/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mission Wealth Management, LPCurrent
11/4/2021 – Denver, CO
Dynamic Wealth Advisors
8/3/2020 – 10/29/2021Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Priority Financial Partners
    Jun 2018 – Jan 2020Durango, CO
  2. Homemaker
    Jan 2015 – May 2018Los Angeles, CA
  3. DYNAMIC WEALTH ADVISORS dba SEA TO PEAK FINANCIAL ADVISORS
    Aug 2020 – Oct 2021Denver, CO
  4. Unemployed
    Jan 2020 – Jul 2020Denver, CO
  5. Mission Wealth Management, LP
    Nov 2021 – no end date reportedSanta Barbara, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mission Wealth Management, LP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $5,000,0001.00%
  • From $5,000,001 - $15,000,0000.85%
  • From $15,000,001 - $25,000,0000.75%
  • Over $25,000,0000.50%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
135
Offices listed on AdvisorFinder:
37
Main office:
Santa Barbara, CA
SEC file number:
801-61230

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristina Gwendolyn Kearney 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kristina Gwendolyn Kearney (Mission Wealth Management)