Kristin Niedermeyer (CRD# 5512923) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bethesda, MD and has over 13 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital, LLC | Bethesda, MD | Jul 2023 - Current | < 1 |
| Guardian Life Insurance | Portland, OR | Mar 2017 - Jul 2023 | 6 |
| Park Avenue Securities | Portland, OR | Mar 2017 - Jul 2023 | 6 |
| Guardian Life Insurance Company | Campbell, CA | Sep 2018 - Sep 2022 | 4 |
| Park Avenue Securities | Campbell, CA | Sep 2018 - Sep 2022 | 4 |
| Guardian Life Insurance | San Jose, CA | Jul 2017 - Sep 2018 | 1 |
| Park Avenue Securities | San Jose, CA | Jul 2017 - Sep 2018 | 1 |
| Park Avenue Securities | San Jose, CA | May 2010 - Mar 2017 | 6 |
| Guardian Life Insurance Company | San Jose, CA | Jan 2008 - Mar 2017 | 9 |
| Pacific Advisors | San Jose, CA | Nov 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- AZ
- AR
- CA
- MD
- NV
- NY
- OR
- TX
- WA
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$198,530
- 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
- Pension consulting services
AR, AZ, CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.