Kristine
Zylstra

Captrust Financial Advisors

CRD#1511517
Investment Advisor
in Holland, MI

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About this Advisor

Kristine Zylstra is a financial advisor who works in Holland, Michigan with a total of 8 years of industry experience. Zylstra is currently employed by Captrust Financial Advisors. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Zylstra has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Michigan and Texas. Captrust Financial Advisors is a financial advisory company based in Holland, MI. It has $2 billion in assets across its 2,706 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 30 charities and foundations. Of its 2,706 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. Captrust Financial Advisors offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Captrust Financial Advisors most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

85 E 8Th Street Suite 150
Holland, MI 49423

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Captrust Financial Advisors Brokerage Details

Total Assets Under Management

$1,516,340,746

MI Average: $943,424,332
Total Number of Employees

24

MI Average: 21
Total Number of Accounts

2,706

MI Average: 1,586
Average Account Size

$560,362

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kristine Zylstra Work History

Kristine has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Captrust Financial Advisors

2009 - 2015 (6 years)

Wells Fargo Advisors Financial Network LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristine Zylstra 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 Captrust Financial Advisors

Brendon Johnson
Holland, MI
Ronald Price
Holland, MI
Benjamin Anderson
Holland, MI
Samuel Starks
Holland, MI
Scott Demaagd
Holland, MI
Jonas Rees
Holland, MI
Jason Bruxvoort
Holland, MI
Rhonda Carter
Holland, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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