KB
Kristi Bartholomew
SYMMETRY PARTNERS
Provo, UT
Some features on this profile are disabled
CRD#: 6995987
KB
Professional summary
Kristi Bartholomew is a registered financial advisor currently at SYMMETRY PARTNERS located in Provo, Utah.
Kristi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kristi has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
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.
1. Owner of Velo, LLC dba A Plus Planning & Insurance, LLC and dba CAIRN ADVISOR GROUP - Lindon, UT - Insurance agency providing life, health, annuity and disability insurance services- commissions are paid from insurers to A Plus Planning & Insurance 2. Owner of Velo, LLC dba 401K BELAY, LLC fka KRISTICO, LLC - Pleasant Grove, UT- provides administrative services, enrollment and education for MEP 401(k) retirement plan LIFE AND HEALTH INSURANCE LICENSED Outside business activities are not affiliated with, endorsed by, or supervised by Symmetry Partners, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Kristi Bartholomew's 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®
NoneExperience
Current
October 14, 2025 - Present
SYMMETRY PARTNERS
RIA
CRD#: 120982
Provo, UT
Past
January 19, 2023 - July 9, 2025
IAMS WEALTH MANAGEMENT, LLC
RIA
CRD#: 286085
Lindon, UT
Past
June 8, 2020 - January 12, 2023
TREK FINANCIAL
RIA
CRD#: 109376
LINDON, UT
Past
July 30, 2018 - October 22, 2019
ARS INVESTMENT ADVISORS, INC.
RIA
CRD#: 293750
Lindon, UT
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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
Registered Investment Advisory firm - (7/26/2002 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
Connecticut(10/15/2025)
IAR
Utah(10/14/2025)
Current Firm
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,224 |
| AUM (Assets Under Management) | $ 5,718,728,103 |
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.
