Kristin M. Bennett

TRUNORTH CAPITAL MANAGEMENT

Kalamazoo, MI 49009

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CRD#: 5744787

Professional summary

Kristin Mae Bennett, CFP®, CPWA®, who also goes by Kristin Mae Nicholson, is a registered financial advisor currently at TRUNORTH CAPITAL MANAGEMENT, LLC located in Kalamazoo, Michigan.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kristin has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristin Mae Nicholson

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 Kristin Mae Bennett'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^®

Certified Financial Planner

Start date: 2009

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-04-15

Expire date: 2024-03-31

Experience

Current

August 24, 2023 - Present

TRUNORTH CAPITAL MANAGEMENT, LLC

Office #1: 1090 North 10th Street Suite 210, Kalamazoo, MI 49009

RIA

CRD#: 165285

Kalamazoo, MI

Past

February 4, 2010 - October 16, 2019

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

PORTAGE, MI

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".

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL

CRD#: 165285 / SEC#: 801-119211

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

Illinois

Registered Investment Advisory firm - (9/15/2020 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(8/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL

CRD#: 165285 / SEC#: 801-119211

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

Illinois

Registered Investment Advisory firm - (9/15/2020 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2020 Terminated)

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Contact information

Main Address

1090 North 10th Street Suite 210, Kalamazoo, MI 49009

Mailing Address

Phone number

(877) 469-0446

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUNORTH CAPITAL MANAGEMENT ADV 2A BROCHURE JANUARY 2025 (1/28/2025)

Regulatory assets under management

Total Number of Accounts	922
AUM (Assets Under Management)	$ 530,591,396

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.

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Kristin M. Bennett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Mae Bennett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUNORTH CAPITAL MANAGEMENT, LLC

PLANTE MORAN FINANCIAL ADVISORS

Primary Firm SEC Registration

TRUNORTH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

TRUNORTH CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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