Kristine Hapke, financial advisor Kalamazoo MI
93 score

Kristine Hapke

CRD Number: 4451067
Current Firm: Transamerica Retirement Advisors, LLC

Kristine Hapke (CRD# 4451067) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Kalamazoo, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Diversified Investors Securities Corp. Kalamazoo, MI Jun 2006 - Current 10
Diversified Investment Advisors Kalamazoo, MI Jun 2006 - Current 10
Impressions Jewelry Kalamazoo, MI Jul 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Kristine E. Hapke
Phone Number: 866-368-0566
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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