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RIA / WealthAdvisor29 years in industry

KRISTIN V DUNLEVY

Advisor at SAVVY

Louisville, KY | NEW YORK, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2005 to Sep 15, 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: SAVVY
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: Jun 23, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 23, 1997
First registration: Mar 2, 2005
Dual registered: no
Other names: KRISTIN ROGGENKAMP|KRISTIN V. DUNLEVY
IAPD individual key: 2913694

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
Savvy	Independent wealth	Jul 3, 2025	n/a	yes	NEW YORK, NY\|Louisville, KY	Current employment
MJ RETIREMENT	Institutional manager	May 6, 2015	Mar 29, 2018	no	LOUISVILLE, KY\|CARMEL, IN	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Apr 16, 2013	Apr 21, 2015	no	NEW YORK, NY	Previous registration
KD FIDUCIARY ASSET MANAGEMENT, INC.	n/a	Dec 9, 2011	Jul 17, 2014	no	PROSPECT, KY	Previous registration
STEGNER INVESTMENT ASSOCIATES INC	Mixed wealth	Mar 2, 2005	Mar 18, 2011	no	LOUISVILLE, KY	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
MJ RETIREMENT	Savvy	Mar 29, 2018	Jul 3, 2025	2,653	Firm change after gap	Other
CERITY PARTNERS OCIO LLC	MJ RETIREMENT	Apr 21, 2015	May 6, 2015	15	Firm change	Other
KD FIDUCIARY ASSET MANAGEMENT, INC.	CERITY PARTNERS OCIO LLC	Jul 17, 2014	Apr 16, 2013	-457	Firm change after gap	Other
STEGNER INVESTMENT ASSOCIATES INC	KD FIDUCIARY ASSET MANAGEMENT, INC.	Mar 18, 2011	Dec 9, 2011	266	Firm change	Other

Relationships

Registered with (5)

→ SAVVYRegistered adviserregistration: current employment
Jul 3, 2025 to presentfactForm ADV
→ MJ RETIREMENTRegistered adviserregistration: previous registration
May 6, 2015 to Mar 29, 2018factForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Apr 16, 2013 to Apr 21, 2015factForm ADV
→ KD FIDUCIARY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 9, 2011 to Jul 17, 2014factForm ADV
→ STEGNER INVESTMENT ASSOCIATES INCRegistered adviserregistration: previous registration
Mar 2, 2005 to Mar 18, 2011factForm ADV

Dated events

No dated event names this entity yet.