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.

Current firm

CERITY PARTNERS 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

Jun 14, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 14, 2002

First registration

May 16, 2003

Dual registered

no

IAPD individual key

4535056

• Occurred

  Oct 13, 2025
  Advisor changed firm

  Kristen Elizabeth Koch left West Coast Financial, Llc for Cerity Partners Llc (registered 2025-04-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9b621589-d467-2fde-2165-c78a231b28de

First observed

May 16, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.