KB
CFP
KB
CFP

Kristin Adelson Bartlow

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

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Location

47 Maple Street, Suite 104, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kristin receives insurance commissions from a non-investment related source. She also owns investment property and Kristin Bartlow, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Journey Strategic Wealth LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2012 - September 2016 · 4 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 2010 - March 2021 · 11 yrs 2 mos
State Registrations5 states
CAHINYORTX
Advisor
Exams
No exam information available for this advisor.