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Kristie Lyn Messina

CcoMessina Wealth Management, LLCCRD 6683348

About Kristie Lyn Messina

Kristie Lyn Messina is listed as Cco at Messina Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Kristie Lyn Messina is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Messina Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kristie Lyn Messina work?

Kristie Lyn Messina is listed as Cco at Messina Wealth Management, LLC on SEC Form ADV.

How much of Messina Wealth Management, LLC does Kristie Lyn Messina own?

Form ADV reports a beneficial ownership band of Under 5%.

Messina Wealth Management, LLC

TitleCco
OwnershipUnder 5%
Control personYes
Since2025
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Messina Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023
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