Kristie Gheysens, financial advisor Bloomfield Hills MI
93 score

Kristie Gheysens

CRD 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.

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Company Name Location Dates Years
Planning Alternatives Ltd Bloomfield Hills, MI Jul 2014 - Current 2
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
Contact Info for Kristie K. Gheysens
Phone Number: 248-645-1520
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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