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Kristine Lee Pattison

Captrust Wealth Advisors

Holland, MI

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Current Employers
Captrust Wealth Advisors

85 E 8Th Street Suite 150, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-05-13
TX RA APPROVED 2015-05-12
  • MI RA
    APPROVED
    Since 2015-05-13
  • TX RA
    APPROVED
    Since 2015-05-12

Branch Locations

85 E 8Th Street Suite 150, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Captrust Wealth Advisors Holland MI 03/2015 09/2025
Captrust Wealth Advisors Holland MI 09/2025 Present
Previous Registrations
Other Businesses

Insurance Agency - Insurance Agent - Non-investment related - Licensed to provide fixed, variable, life, general insurance policies to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-06
S63 Uniform Securities Agent State Law Examination 1993-01-08
  • S66 Uniform Combined State Law Examination
    2002-05-06
  • S63 Uniform Securities Agent State Law Examination
    1993-01-08
Other Names
  • Kristine Lee Fischer
  • Kristine L Bowman
  • Kristine Tee Fischer
  • Kristine Lee Zylstra
  • Kristine Lee Bowman
  • Kristine Zylstra

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
GASAWAY INVESTMENT ADVISORS, INC.
ADVISORY ALPHA, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL JON NAGELVOORT
Joseph Alan Meckley
Steve Lee Townsend
Kurtis L Kamminga
Jeremy A. Kessler
Richard E Vesnic
NATHAN RYAN LAPHAM
SCOTT JAMES REED

Other Offices

LPL FINANCIAL LLC · HOLLAND, MI
EDWARD JONES · HOLLAND, MI
CHARLES SCHWAB & CO., INC. · Holland, MI
J.P. MORGAN SECURITIES LLC · HOLLAND, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Holland, MI
GASAWAY INVESTMENT ADVISORS, INC. · ZEELAND, MI
ADVISORY ALPHA, LLC · HOLLAND, MI
WELLS FARGO CLEARING SERVICES, LLC · HOLLAND, MI

More in Holland, MI

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