Advisor at World Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
World Investment Advisors, LLC
Location
Freehold, NJ 07728
Credentials
Series 63
Industry experience
30 years
Based on World Investment Advisors, LLC
222 Schanck Road, Suite 201
Freehold, NJ 07728
New Jersey · Texas
World Investment Advisors, LLC
2025 - Present (1 year)
World Investments, LLC
2025 - Present (1 year)
OSAIC
2024 - 2024 (1 year)
OSAIC
2024 - 2024 (1 year)
Freeman & Vannauker, Llc
2006 - Present (20 years)
New Jersey Home Funding Group, Llc
2001 - Present (25 years)
Holmdel Agency
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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CFP®
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Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
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Lakewealth Capital, LLC.
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