Kristi Thompson has been an investment adviser representative at Wealth Management Partners since June 2023, and is not listed among the firm’s executive officers or direct owners.
Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.
- – present · 3 yearsTucson, AZ · Adviser representative · Firm CRD 309790
Investment adviser representative registrations
Kristi Thompson is registered as an investment adviser representative in Arizona, since June 2023.
- ArizonaSince 22 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2023 |
| SIE | Securities Industry Essentials Examination | 19 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kristi Jo Thompson
- CRD
- 7726713
- Firm
- Wealth Management Partners · CRD 309790
- Office
- 1980 E RIVER ROAD, SUITE 120, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristi Thompson work?
Kristi Thompson is an investment adviser representative registered through Wealth Management Partners, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kristi Thompson a financial advisor?
Yes. Kristi Thompson has a current investment-adviser registration in Arizona, through Wealth Management Partners since June 2023.
How many years of experience does Kristi Thompson have?
Kristi Thompson has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Kristi Thompson passed?
Kristi Thompson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2021.
Where is Kristi Thompson based?
Kristi Thompson’s registered office is in Tucson, AZ.
Is Kristi Thompson registered with FINRA?
No. Kristi Thompson has no current broker registration.
How can I verify Kristi Thompson’s record?
Search CRD 7726713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristi Thompson’s full registration record.
