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RIA / WealthAdvisor19 years in industry

KEVIN KRIEG

Advisor at ADVISORY SOLUTIONS GROUP

NEPTUNE BEACH, FL | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:0b888a2f-32a8-9af0-ab35-a935fbfd5452

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2006 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: ADVISORY SOLUTIONS GROUP
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: Nov 28, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 28, 2006
First registration: Nov 30, 2006
Dual registered: no
Other names: KEVIN KRIEG|KEVIN MICHAEL KRIEG
IAPD individual key: 5163426

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
ADVISORY SOLUTIONS GROUP	Independent wealth	May 7, 2026	n/a	yes	PLYMOUTH, MN\|NEPTUNE BEACH, FL	Current employment
CS PLANNING CORP	Independent wealth	Aug 3, 2023	Jun 2, 2026	no	PORTLAND, OR\|Neptune Beach, FL	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Nov 30, 2018	Jul 5, 2023	no	NEPTUNE BEACH, FL\|NEPTUNE BEACH, FL\|HOUSTON, TX\|Welaka, FL\|Neptune Beach, FL\|Jacksonville, FL	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 1, 2015	Dec 6, 2018	no	ST SIMONS ISLAND, GA\|MINNEAPOLIS, MN\|NEPTUNE BEACH, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 2, 2015	Jan 28, 2015	no	ST. SIMONS ISLAND, GA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jul 2, 2009	Jan 2, 2015	no	JACKSONVILLE, FL\|ST. SIMONS ISLAND, GA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 25, 2007	Mar 30, 2009	no	JACKSONVILLE, FL\|BRUNSWICK, GA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Aug 22, 2007	no	JACKSONVILLE, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 30, 2006	Apr 2, 2007	no	JACKSONVILLE, FL	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
CS PLANNING CORP	ADVISORY SOLUTIONS GROUP	Jun 2, 2026	May 7, 2026	-26	Firm change	RIA to RIA
NEXT FINANCIAL GROUP, INC.	CS PLANNING CORP	Jul 5, 2023	Aug 3, 2023	29	Firm change	Ibd to RIA
QUESTAR ASSET MANAGEMENT, INC.	NEXT FINANCIAL GROUP, INC.	Dec 6, 2018	Nov 30, 2018	-6	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jan 28, 2015	Apr 1, 2015	63	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Jan 2, 2015	Jan 2, 2015	0	Bulk transfer	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	NEW ENGLAND SECURITIES CORPORATION	Mar 30, 2009	Jul 2, 2009	94	Firm change	Other
MORGAN STANLEY & CO. LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 22, 2007	Sep 25, 2007	34	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (9)

→ ADVISORY SOLUTIONS GROUPRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Aug 3, 2023 to Jun 2, 2026factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 30, 2018 to Jul 5, 2023factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 1, 2015 to Dec 6, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 2, 2015 to Jan 28, 2015factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 2, 2009 to Jan 2, 2015factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 25, 2007 to Mar 30, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Aug 22, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 30, 2006 to Apr 2, 2007factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Kevin Krieg left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-07)
Form ADVobserved 5 days ago
Occurred
Jul 5, 2023
Advisor changed firm
Kevin Krieg left Next Financial Group, Inc. for Cs Planning Corp (registered 2023-08-03)
Form ADVobserved 5 days ago