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Kristina Kathleen Bolhouse

Kristina K. Bolhouse

THE ARKANSAS FINANCIAL GROUP
LITTLE ROCK, AR 72207
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CRD#: 4345755
Kristina Kathleen Bolhouse

Professional summary


Kristina Kathleen Bolhouse, CFP® is a registered financial advisor currently at THE ARKANSAS FINANCIAL GROUP, INC. located in Little Rock, Arkansas.

Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kristina has worked at 1 firm .

Biography


Kristina's background includes 4 years as an auditor for Ernst & Young, followed by another 6 years with a regions CPA firm in the tax and financial planning area.  This strong tax and audit background is complemented by her business partner, Rick Adkins, whose background is the insurance industry.  Dr. Ralph Broadwater also has an extensive background with physcian issues.
top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kristina Kathleen Bolhouse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2000

Experience


Current

January 1, 2002 - Present

THE ARKANSAS FINANCIAL GROUP, INC.

Office #1: 1001 N. University Suite 200, Little Rock, AR 72207
RIA
CRD#: 104808
LITTLE ROCK, AR

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE ARKANSAS FINANCIAL GROUP, INC.
THE ARKANSAS FINANCIAL GROUP, INC.
ARKANSAS FINANCIAL GROUP, INC. | THE ARKANSAS FINANCIAL GROUP, INC.

CRD#: 104808 / SEC#: 801-23922

RIA
Registered Investment Advisory firm - (4/17/1985 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(1/1/2002)
IAR
Texas
(10/12/2021)

Exams


Current Firm


THE ARKANSAS FINANCIAL GROUP, INC.
THE ARKANSAS FINANCIAL GROUP, INC.
ARKANSAS FINANCIAL GROUP, INC. | THE ARKANSAS FINANCIAL GROUP, INC.

CRD#: 104808 / SEC#: 801-23922

RIA
Registered Investment Advisory firm - (4/17/1985 Approved)
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Contact information


Main Address
1001 N. University Ave. Suite 200, Little Rock, AR 72207-6366
Mailing Address
P.o. Box 7757, Little Rock, AR 72217-7757
Phone number
(501) 376-9051
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/9/2025)

Regulatory assets under management


Total Number of Accounts1,608
AUM (Assets Under Management)$ 861,387,705

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/10/2025
Cover Page
10/30/2024
08/17/2023
08/16/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE ARKANSAS FINANCIAL GROUP, INC.

THE ARKANSAS FINANCIAL GROUP, INC.

CRD#: 104808Little Rock, AR 72207

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