Kristen Horvath, financial advisor Southfield MI
90 score

Kristen Horvath

CRD Number: 6015826
Current Firm: Advice And Planning Services

Kristen Horvath (CRD# 6015826) is an Investment Advisor Representative working at Advice And Planning Services in Southfield, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Southfield, MI Jul 2014 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Southfield, MI Jul 2014 - Current 3
J.p. Morgan Securities LLC Brownstown Twp, MI Oct 2012 - Jul 2014 1
Jpmorgan Chase Bank Trenton, MI Mar 2011 - Jul 2014 3
Chase Investment Services Corp Trenton, MI Jan 2012 - Oct 2012 < 1
Bebe Novi, MI Jun 2010 - Mar 2011 < 1
Aldo Accessories Novi, MI Jul 2009 - Jun 2010 < 1
Central Michigan University Mount Pleasant, MI May 2009 - Jul 2009 < 1
Express Taylor, MI May 2008 - May 2009 1
New York & Company Dearborn, MI Nov 2007 - Jul 2008 < 1
Central Michigan University Mount Pleasant, MI Aug 2007 - Dec 2007 < 1
Mallie's Sports Bar Southgate, MI Jun 2007 - Aug 2007 < 1
Central Michigan University Mount Pleasant, MI Aug 2006 - Jun 2007 < 1
Somata SPA Riverview, MI Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Kristen R. Horvath
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
90
Clean Record
This advisor has a clean track record with regulators.

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