Kristine Zylstra
Professional summary
Kristine Zylstra, who also goes by Kristine L Bowman, Kristine Lee Bowman, Kristine Lee Fischer, Kristine Tee Fischer, Kristine Lee Zylstra, is a registered financial advisor currently at CAPTRUST WEALTH ADVISORS located in Holland, Michigan.
Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kristine has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristine Zylstra's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2015 - Present
CAPTRUST WEALTH ADVISORS
Office #1: 85 E 8th Street Suite 150, Holland, MI 49423July 28, 2003 - April 2, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
January 14, 2003 - April 2, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 9, 2002 - January 9, 2003
RBC CAPITAL MARKETS, LLC
October 14, 1998 - March 9, 2002
TUCKER ANTHONY INCORPORATED
March 24, 1993 - October 21, 1998
KEYBANC CAPITAL MARKETS INC.
Primary Firm SEC Registration
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2015)
(5/12/2015)
Exams
Current Firm
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,912 |
| AUM (Assets Under Management) | $ 1,889,548,733 |
Red Flags
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