Kristie GheysensCRD Number: 4578636
Current Firm: Planning Alternatives Ltd
Kristie Gheysens (CRD# 4578636) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Planning Alternatives Ltd||Bloomfield Hills, MI||Jul 2014 - Current||3|
|Massmutual Life Insurance Company||Farmington Hills, MI||Jul 2010 - Jul 2014||4|
|Mml Investor Services Inc.||Farmington Hills, MI||Jul 2010 - Jul 2014||4|
|Lincoln Financial Advisors Corp||Southfield, MI||Oct 2007 - Jul 2010||2|
|Ameriprise Financial, Formerly American Express Financial Adv.||Troy, MI||Apr 2003 - Oct 2007||4|
|Ids Life Insurance Company||Troy, MI||Apr 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management943MILLIONS
Total Number of Accounts2,325ACCOUNTS
Average Account Value$405,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MA, MI, NC, NH, NY, OH, TN, TX
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