Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry. Kristin Bartlow has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5366446
Lavish Financial Planning
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Strategic Wealth LLC | Alamo, CA | Mar 2021 - Current | 3 |
| Rental Property | Costa Mesa, CA | Jan 2010 - Current | 14 |
| 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 |
- CA
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Total Assets Under Management3,070MILLIONS
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Total Number of Accounts1,898ACCOUNTS
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Average Account Value$1,617,476
- 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
AZ, CA, CO, DC, FL, GA, ID, IL, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OK, TX, UT, VA, VT, WA, WI, WY
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