Krisstin M. Petersmarck

NEW HORIZON RETIREMENT ADVISORS

BLOOMFIELD HILLS, MI 48302

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CRD#: 7475310

Professional summary

Krisstin Mara Petersmarck, who also goes by Krisstin Mara Petersmarck, is a registered financial advisor currently at NEW HORIZON RETIREMENT ADVISORS located in Bloomfield Hills, Michigan.

Krisstin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Krisstin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Krisstin Mara Petersmarck

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.

Krisstin Mara Petersmarck (CRD: 7475310) is an an independent licensed insurance agent, founder and President of New Horizon Retirement Solutions, Inc. Krisstin Mara Petersmarck (CRD: 7475310) is an investment adviser representative with Bridgeriver Advisors LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krisstin Mara Petersmarck'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®

None

Experience

Current

October 18, 2024 - Present

NEW HORIZON RETIREMENT ADVISORS

Office #1: 7 West Square Lake Road, Bloomfield Hills, MI 48302

RIA

CRD#: 333053

BLOOMFIELD HILLS, MI

Past

July 13, 2022 - November 5, 2024

BRIDGERIVER ADVISORS LLC

RIA

CRD#: 142501

BLOOMFIELD HILLS, MI

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

Florida
(11/7/2024)

IAR

Michigan
(10/18/2024)

IAR

Texas
(11/12/2024)

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

State Security Law Exam

IAR

Series 65

Date: 4/29/2022

Uniform Investment Adviser Law Examination

Current Firm

NEW HORIZON RETIREMENT ADVISORS

KMP FINANCIAL LLC | NEW HORIZON RETIREMENT ADVISORS

CRD#: 333053 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2024 Approved)

Michigan

Registered Investment Advisory firm - (10/2/2024 Approved)

Texas

Registered Investment Advisory firm - (11/12/2024 Approved)

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Contact information

Main Address

7 West Square Lake Road, Bloomfield Hills, MI 48302

Mailing Address

Phone number

(248) 510-9923

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 3,079,576

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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Krisstin M. Petersmarck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krisstin Mara Petersmarck's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW HORIZON RETIREMENT ADVISORS

BRIDGERIVER ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2022

Current Firm

NEW HORIZON RETIREMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEW HORIZON RETIREMENT ADVISORS

TRUST BUT VERIFY

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