Kristin BartlowCRD Number: 5712406
Current Firm: Journey Strategic Wealth LLC
Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry. Kristin Bartlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Journey Strategic Wealth LLC||Alamo, CA||Mar 2021 - Current||2|
|Rental Property||Costa Mesa, CA||Jan 2010 - Current||13|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Apr 2014 - Mar 2021||6|
|Northwestern Mutual Investment Services, LLC||San Francisco, CA||Dec 2009 - Mar 2021||11|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2009 - Mar 2021||11|
|Northwestern Mutual Investment Services, LLC||San Francisco, CA||Mar 2012 - Mar 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts1,547ACCOUNTS
Average Account Value$1,762,374
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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