KristiLyn Wilkinson has been an investment adviser representative at Harold W. Dance since April 2022, and is not listed among the firm’s executive officers or direct owners. KristiLyn Wilkinson holds a Bachelor of Science in Family Consumer and Human Development from Utah State University and a Master of Science in Family Consumer Science from Utah State University.
Harold W. Dance Inc. is a Logan, UT firm with $158M under management, 306 clients and 8 advisers in one office, as of its August 2026 filing.
KristiLyn Wilkinson is an Advisor of Harold Dance Investments, which she joined in 2022, and specializes in helping families and individuals reach their financial goals and objectives. She is also a Senior Lecturer in the School of Financial Planning at Texas Tech. Previously she worked at the Utah Division of Securities as a securities fraud investigator, where she also coordinated one of the State of Utah's youth financial education programs.
- Harold Dance InvestmentsCurrent– present · 4 yearsLogan, UT · Adviser representative · Firm CRD 1582
Professional designations
Listed by Harold W. Dance
- Certified Financial Planner™ (CFP®)
- Accredited Financial Counselor (AFC)
Investment adviser representative registrations
KristiLyn Wilkinson is registered as an investment adviser representative in Utah, since April 2022.
- UtahSince 27 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 26 February 2022 |
| SIE | Securities Industry Essentials Examination | 14 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7488891
- Firm
- Harold W. Dance · CRD 1582
- Office
- 72 E CENTER STREET, Logan, UT 84321
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- harolddance.com
Where does KristiLyn Wilkinson work?
KristiLyn Wilkinson is an investment adviser representative registered through Harold W. Dance Inc. since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is KristiLyn Wilkinson a financial advisor?
Yes. KristiLyn Wilkinson has a current investment-adviser registration in Utah, through Harold W. Dance since April 2022.
How many years of experience does KristiLyn Wilkinson have?
KristiLyn Wilkinson has 4 years in the financial industry, since February 2022, across 1 adviser firm.
What exams has KristiLyn Wilkinson passed?
KristiLyn Wilkinson has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in February 2022.
Where is KristiLyn Wilkinson based?
KristiLyn Wilkinson’s registered office is in Logan, UT.
Is KristiLyn Wilkinson registered with FINRA?
Yes. KristiLyn Wilkinson has a current broker registration, under CRD 7488891.
Source: FINRA BrokerCheck
Is KristiLyn Wilkinson a CFP?
Harold W. Dance lists KristiLyn Wilkinson with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: KristiLyn Wilkinson, CFP® biography, harolddance.com
How can I verify KristiLyn Wilkinson’s record?
Search CRD 7488891 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish KristiLyn Wilkinson’s full registration record.