DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin Krieg

Advisory Solutions Groupindependent RIANeptune Beach, Fl IA-onlyIAPD 5163426

Feed of 09/14/2026

Also filed as Kevin Krieg

At current firm

0 y

since May 7, 2026

In the industry

19 y

since Nov 28, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advisory Solutions Group independent RIA current
since May 7, 2026 · Plymouth, Mn
Cs Planning Corp independent RIA
Aug 3, 2023 to Jun 2, 2026 · Portland, Or
Next Financial Group, Inc. former
Nov 30, 2018 to Jul 5, 2023 · Neptune Beach, Fl
Questar Asset Management, Inc. former
Apr 1, 2015 to Dec 6, 2018 · St Simons Island, Ga
Msi Financial Services, Inc. former
Jan 2, 2015 to Jan 28, 2015 · St. Simons Island, Ga
New England Securities Corporation former
Jul 2, 2009 to Jan 2, 2015 · Jacksonville, Fl
Banc Of America Investment Services, Inc. unclassified
Sep 25, 2007 to Mar 30, 2009 · Jacksonville, Fl
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Aug 22, 2007 · Jacksonville, Fl
Morgan Stanley Dw Inc. unclassified
Nov 30, 2006 to Apr 2, 2007 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

Cs Planning Corp to Advisory Solutions Group
left Jun 2, 2026, registered May 7, 2026 (-26 days) · RIA to RIA
Next Financial Group, Inc. to Cs Planning Corp
left Jul 5, 2023, registered Aug 3, 2023 (29 days) · Affiliated broker-dealer or bank to independent RIA
Questar Asset Management, Inc. to Next Financial Group, Inc.
left Dec 6, 2018, registered Nov 30, 2018 (-6 days) · Affiliated broker-dealer or bank to independent RIA
Msi Financial Services, Inc. to Questar Asset Management, Inc.
left Jan 28, 2015, registered Apr 1, 2015 (63 days) · Other
New England Securities Corporation to Msi Financial Services, Inc.
left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
Banc Of America Investment Services, Inc. to New England Securities Corporation
left Mar 30, 2009, registered Jul 2, 2009 (94 days) · Other
Morgan Stanley & Co. LLC to Banc Of America Investment Services, Inc.
left Aug 22, 2007, registered Sep 25, 2007 (34 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address