Invested Advisors

Financial planning in State College, PA

SEC registeredNo commissions reported

Call (814) 235-2703 Send a message Map ↗

Public-record details

Address: 366 Walker Drive, Suite 370, State College, PA 16801
Phone: (814) 235-2703
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Kristen E. Coombs LLC
CRD number: 311243
Registration: SEC registered since 2020-11-12
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $268.3 million
Accounts managed: 639
Clients reported (Form ADV 5.D): 283
Individual / high-net-worth clients: 204 / 62
Employees: 5
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-13

SEC registered investment adviser, CRD 311243, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 311243 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in State College

Abundance Wealth Counselors, LLC232 Regent Court · State College, PA 16801 · (814) 861-3810 · Financial planningCRD 111740 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported McCann Wealth Strategies,inc.1040 Benner Pike, Suite 1 · State College, PA 16801 · (814) 237-0841 · Financial planningCRD 155646 · % of assets, Hourly charges, Fixed fees · $26.3 million AUMState registeredNo commissions reported McClarren Financial Advisors270 Walker Drive, #200 · State College, PA 16801 · (814) 235-1940 · Financial planningCRD 122147 · Hourly charges, Fixed fees · $453.0 million AUMSEC registeredNo commissions reported Nestlerode & Loy, INC.110 Regent Court, Suite 202 · State College, PA 16801 · (814) 238-6249 · Financial planningCRD 2907 · % of assets, Hourly charges · $199.1 million AUMSEC registeredNo commissions reported Phelps Financial Advisors925 W College Ave · State College, PA 16801 · (814) 380-0651 · Financial planningCRD 158682 · Hourly charges, Fixed feesState registeredNo commissions reported Tlc Group Investment Advisors, LLC270 Walker Drive, Suite 201 · State College, PA 16801 · (814) 231-2265 · % of assets managedCRD 137814 · % of assets · $168.4 million AUMSEC registeredNo commissions reported Vicus Capital, INC.476 Rolling Ridge Drive, Suite 315 · State College, PA 16801 · (855) 558-4287 · Financial planningCRD 116021 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reported

All 8 in State College →