Kristen Buchman has been an investment adviser representative at Ark & TLK Investments since February 2022, and is not listed among the firm’s executive officers or direct owners. Kristen Buchman holds a Bachelor's degree in Personal Financial Planning from Kansas State University.
Ark & TLK Investments, LLC is an Oklahoma City, OK firm with $751M under management, 283 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Kristen Buchman is Partner and advisor at Castlepoint Wealth Advisors. She works with the team to deliver investment guidance and comprehensive financial planning, with tax-aware and estate-planning considerations. She began her career at The Trust Company in Manhattan, Kansas, as a Financial Planner and Associate Trust Officer.
Kristen Buchman’s longest registration is the current one, 4 years at Ark & TLK Investments since 2022. Before joining Ark & TLK Investments in 2022, Kristen Buchman was registered through Venturi Private Wealth.
- Castlepoint Wealth AdvisorsCurrent– present · 4 yearsOklahoma City, OK · Adviser representative · Firm CRD 205512
- Venturi Private Wealth– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 169576
Professional designations
Listed by Ark & TLK Investments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kristen Buchman is registered as an investment adviser representative in Oklahoma, since February 2022.
- OklahomaSince 20 February 2022
Examinations
No examinations are on Kristen Buchman’s record.
- Full name
- Kristen Dawn Buchman
- CRD
- 7310898
- Firm
- Ark & TLK Investments · CRD 205512
- Office
- 7308 N. CLASSEN BLVD., Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlepointwealth.com
Where does Kristen Buchman work?
Kristen Buchman is an investment adviser representative registered through Ark & TLK Investments, LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kristen Buchman a financial advisor?
Yes. Kristen Buchman has a current investment-adviser registration in Oklahoma, through Ark & TLK Investments since February 2022.
How many years of experience does Kristen Buchman have?
Kristen Buchman has 5 years in the financial industry, since November 2020, across 2 adviser firms.
Where did Kristen Buchman work before Ark & TLK Investments?
Before Ark & TLK Investments, Kristen Buchman was registered through Venturi Private Wealth, November 2020 to January 2022.
Where is Kristen Buchman based?
Kristen Buchman’s registered office is in Oklahoma City, OK.
Is Kristen Buchman registered with FINRA?
No. Kristen Buchman has no current broker registration.
Is Kristen Buchman a CFP?
Ark & TLK Investments lists Kristen Buchman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kristen Buchman’s record?
Search CRD 7310898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Buchman’s full registration record.
