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Krista Catherine Thompson

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky
Series 65Clean record5 years registeredWINEBRENNER CAPITAL MANAGEMENT LLC
10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 7203547Firm CRD# 154708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Krista Catherine Thompson · LOUISVILLE, KY
Registration
CRD #7203547 · WINEBRENNER CAPITAL MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

WINEBRENNER CAPITAL MANAGEMENT LLC
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 1, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINEBRENNER CAPITAL MANAGEMENT LLC
CRD 154708 · SEC 801-115158
AUM
$220M
Regulatory assets under management
Employees
10
1,002 client accounts
Services offered by WINEBRENNER CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WINEBRENNER CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Krista Catherine Thompson offer?
Krista Catherine Thompson specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Krista Catherine Thompson's credentials?
Krista Catherine Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krista Catherine Thompson located?
Krista Catherine Thompson is based in LOUISVILLE, Kentucky, working with WINEBRENNER CAPITAL MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Krista Catherine Thompson charge for services?
Krista Catherine Thompson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINEBRENNER CAPITAL MANAGEMENT LLC?
WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINEBRENNER CAPITAL MANAGEMENT LLC

Earl George Winebrenner
LOUISVILLE, KY
Christopher Matthew Wise
LOUISVILLE, KY
Harry William Frantz
LOUISVILLE, KY
Rebekah Joan Ellis
LOUISVILLE, KY

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Research
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