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Kristie Lee Ford

Falcon Wealth Planning, Inc.

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About Kristie Lee Ford

Kristie Lee Ford is a registered investment advisor representative with Falcon Wealth Planning, Inc. Kristie has been in the industry for over a year, and has a strong track record of providing financial advice to individual clients. Kristie is also a certified financial planner, and has a deep understanding of the financial planning process. Kristie is passionate about helping clients achieve their financial goals, and is committed to providing personalized service. Kristie is licensed to provide financial advice in California, Illinois and Texas.

Firm Information

Kristie Ford is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Kristie Ford’s Registration & Firm History

IL

08/21/2024 - Present

Falcon Wealth Planning, Inc. (Oakbrook Terrace IL)

WI

08/10/2023 - 07/19/2024

PRUCO SECURITIES, LLC. (WAUWATOSA WI)

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Licenses & Designations

BOTH

Issued 09/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristie Lee Ford.
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