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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Zylstra is an investment advisor representative with Captrust Financial Advisors. Kristine has been in the industry since 1993 and has held previous roles at Wells Fargo Advisors Financial Network, LLC, RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and MCDONALD & COMPANY SECURITIES, INC.. Kristine is licensed to provide fixed, variable, life, and general insurance policies to clients. Kristine holds licenses in Michigan and Texas. Kristine works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/12/2015 - Present
Captrust Financial Advisors (HOLLAND MI)
MI
01/14/2003 - 04/02/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOLLAND MI)
NY
03/09/2002 - 01/09/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/14/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
OH
03/24/1993 - 10/21/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 05/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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