Kiersten Crum

Kiersten Crum is Vice President of Client Acquisitions, leading the marketing and media campaigns of SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, she is a Wealth Advisor with SRG Financial Advisors at Lake of the Ozarks, specializing in Social Security and retirement income planning, wealth management, and tax-efficient retirement strategies. When acting as a fiduciary, she is committed to acting in her clients' best interests and helping them make informed financial decisions with confidence.

Kiersten primarily works with pre-retirees and retirees who are transitioning from saving for retirement to generating sustainable retirement income. She helps clients answer some of retirement's most important questions, including: "How much can I spend in retirement?" and "Will my money last throughout retirement?" She believes successful retirement planning requires coordinating investments, taxes, income planning, risk management, and legacy planning into one cohesive strategy.

Kiersten earned a Bachelor of Science in Finance from the University of Kansas and holds her Series 65 license and Missouri Life and Health Insurance License. She follows SRG Financial Advisors' The Mile Marker FORMula™, a comprehensive planning process designed to help clients navigate the financial decisions that arise throughout retirement.

Kiersten's passion for finance began at a young age when she realized how little financial education was available to everyday people, especially women. The more she learned, the more she recognized how many individuals were making important financial decisions without having the knowledge or resources to feel confident in those choices. Throughout college, she immersed herself in studying finance and began sharing what she was learning with others in hopes of making financial concepts less intimidating and more accessible. What started as a personal interest eventually grew into a career focused on helping people better understand their finances and take control of their financial future.

Outside of the office, Kiersten enjoys golf, pilates, spending time at Lake of the Ozarks, and creating educational content focused on personal finance and retirement planning.

Work with Kiersten: Call (888) 883-7335, email kiersten@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.

Frequently Asked Questions

Who is Kiersten Crum?
Kiersten Crum is Vice President of Client Acquisitions and a Wealth Advisor at SRG Financial Advisors in Osage Beach, Missouri. She serves clients at Lake of the Ozarks and across Missouri.

What does Kiersten Crum specialize in?
Kiersten specializes in Social Security and retirement income planning, wealth management, tax-efficient retirement strategies, and wealth management for women.

Is Kiersten Crum held to the fiduciary standard?
Yes, when working in an advisory capacity, Kiersten acts as a fiduciary, putting her clients’ financial interests first at all times, acting with loyalty, care, and full transparency. She recommends investments and strategies that benefit her clients, even if it means lower compensation for her.

How long has Kiersten Crum been a wealth advisor?
Kiersten Crum has been a wealth advisor since August 2024. Prior to becoming a wealth advisor, Kiersten was a Client Services Specialist for SRG Financial Advisors, where she gained firsthand experience in the financial planning process and the supporting application processing activities.

Who does Kiersten Crum work with?
Kiersten works with pre-retirees and retirees seeking guidance on transitioning from saving for retirement to generating sustainable retirement income, primarily at the Lake of the Ozarks and across Missouri.

How can someone work with Kiersten Crum?
Call (888) 883-7335, email kiersten@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.

LinkedIn Profile
https://www.linkedin.com/in/kierstencrum/

SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/7796481