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Kristina Groff

Greenspring Advisors, LLC

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About Kristina Groff

Kristina Groff is a financial advisor who has been in the industry since 2017. Kristina is currently employed by Greenspring Advisors, LLC. Kristina holds the Series 66, SIE and Series 7 licenses. Kristina has a background in working with charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. In addition to providing investment management services, Kristina is also a Certified Financial Planner. Previously Kristina was employed by Concourse Financial Group Securities, Inc. and RBC Capital Markets.

Firm Information

Kristina Groff is currently registered with Greenspring Advisors, LLC. Greenspring Advisors, LLC is an investment advisor based in Towson, MD. The firm manages approximately $1 billion to $10 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers financial planning, pension consulting, and investment consulting and educational services.
Greenspring Advisors, LLC

ONE WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$6.90B

Assets Under Management

59

Total Clients

26

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting and educational services

Investment consulting and educational services

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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Kristina Groff’s Registration & Firm History

MD

09/27/2022 - Present

Greenspring Advisors, LLC (TOWSON MD)

PA

02/07/2018 - 08/10/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (LANCASTER PA)

PA

03/17/2017 - 01/16/2018

RBC CAPITAL MARKETS, LLC (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 06/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristina Groff.
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