Advisor at NorthAvenue LLC
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Kristen Moosmiller is a CFP® professional with 12 years of experience in financial advising. She has worked at NorthAvenue LLC since 2018 and previously spent four years at Partnership Financial LLC. NorthAvenue LLC provides financial planning and investment management services to individual clients and trusts, utilizing a combination of fundamental and behavioral finance analysis within an asset-allocation framework. The firm offers integrated planning and portfolio management through fixed-fee engagements, serving a range of individual households with both discretionary and non-discretionary options.
Based on NorthAvenue LLC
Based on NorthAvenue LLC
Minimum fee: Annual fixed fee generally between $3,600 to $70,000, charged quarterly in advance Fee-only: Fixed fee only; no commissions or performance fees
4400 N High St, Suite 201
Columbus, OH 43214
Ohio · Texas
NorthAvenue, LLC
2018 - Present (8 years)
Partnership Financial LLC
2014 - 2018 (4 years)
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
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