Khirstine
Lumban

Newfront Retirement Services, Inc

CRD#6021337
Investment Advisor
in Sa Bruno, CA

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About this Advisor

Khirstine Lumban is a financial advisor based in Sa Bruno, California, working with Newfront Retirement Services, Inc. Khirstine has previously held positions at Austral Housing Inspections, Pensionmark Financial Group, LLC, Newfront Retirement Services, Inc, Abd Insurance And Financial Services, Inc, Sequoia Consulting Group, and Fisher Investments. Khirstine has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Khirstine is part of Newfront Retirement Services, Inc, which operates out of Sa Bruno, California. The firm has 21 offices and 28 employees. The firm manages assets totaling $366.8 million and offers pension consulting services. The fee structure at Newfront Retirement Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Sa Bruno, CA

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$366,754,875

CA Average: $7,578,581,321
Total Number of Employees

28

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$8,732,259

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Khirstine Lumban Work History

2023 - Present (1 year)

Newfront Retirement Services, Inc

2023 - Present (1 year)

Abd Insurance And Financial Services, Inc

2018 - 2023 (5 years)

Pensionmark Financial Group, LLC

2018 - 2023 (5 years)

Sequoia Consulting Group

2014 - 2014 (< 1 year)

Austral Housing Inspections

2014 - 2018 (4 years)

Fisher Investments

Disclosures

Please visit the SEC profile of Khirstine Lumban to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newfront Retirement Services, Inc

Ali Ahmadi
San Francisco, CA
Curtis Fugate
Sacramento, CA
Edwin Wilson
San Francisco, CA
Mickey Pinguelo
San Francisco, CA
Khirstine Lumban
Sa Bruno, CA
Sarah Schwartz
San Francisco, CA
Justin Mcadams
San Francisco, CA
Scott Mccloskey
San Francisco, CA

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