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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

KRISTA KAY LINN

Advisor at BARTLETT & CO. WEALTH MANAGEMENT LLC

Chicago, IL

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Search this name across graphsid dfx:ria:07585510-03cf-0afa-1620-99115ef08983

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 25, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BARTLETT & CO. WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 6, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Jan 6, 1992
First registration: Oct 25, 1997
Dual registered: no
IAPD individual key: 1477970

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BARTLETT & CO. WEALTH MANAGEMENT LLC	Independent wealth	Aug 20, 2019	n/a	yes	Chicago, IL	Current employment
LODESTAR INVESTMENT COUNSEL, LLC	Former SEC adviser	Feb 9, 2015	Sep 12, 2019	no	CHICAGO, IL	Previous registration
CONCORD ASSET MANAGEMENT	Former SEC adviser	Jan 6, 2004	Jan 2, 2015	no	CHICAGO, IL	Previous registration
CONCORD TRUST COMPANY LLC	n/a	Oct 28, 2003	Dec 31, 2004	no	CHICAGO, IL	Previous registration
CONCORD INVESTMENT COMPANY	n/a	Oct 25, 1997	Dec 31, 2004	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LODESTAR INVESTMENT COUNSEL, LLC	BARTLETT & CO. WEALTH MANAGEMENT LLC	Sep 12, 2019	Aug 20, 2019	-23	Firm change	RIA to RIA
CONCORD ASSET MANAGEMENT	LODESTAR INVESTMENT COUNSEL, LLC	Jan 2, 2015	Feb 9, 2015	38	Firm change	Other
CONCORD INVESTMENT COMPANY	CONCORD TRUST COMPANY LLC	Dec 31, 2004	Oct 28, 2003	-430	Firm change after gap	Other
CONCORD TRUST COMPANY LLC	CONCORD ASSET MANAGEMENT	Dec 31, 2004	Jan 6, 2004	-360	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
124647:292246:IL:2019-09-12	Sep 12, 2019	Aug 20, 2019	CHICAGO, IL	Firm change

Relationships

Registered with (5)

→ BARTLETT & CO. WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 20, 2019 to presentfactForm ADV
→ LODESTAR INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Feb 9, 2015 to Sep 12, 2019factForm ADV
→ CONCORD ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2004 to Jan 2, 2015factForm ADV
→ CONCORD INVESTMENT COMPANYRegistered adviserregistration: previous registration
Oct 25, 1997 to Dec 31, 2004factForm ADV
→ CONCORD TRUST COMPANY LLCRegistered adviserregistration: previous registration
Oct 28, 2003 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.