Unclaimed Profile

Kyrstin Nicole Ritsema

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

SIE, Series 7, Series 9, Series 10, Series 66Clean record15 years registeredEXECUTIVE WEALTH MANAGEMENT, LLC

135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 4923538Firm CRD# 140736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyrstin Nicole Ritsema · BRIGHTON, MI

Registration

CRD #4923538 · EXECUTIVE WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXECUTIVE WEALTH MANAGEMENT, LLC

EXECUTIVE WEALTH MANAGEMENT, LLC

Jan 2016 – Apr 2022

BRIGHTON, MI

INVEST FINANCIAL CORPORATION

Dec 2015 – Jun 2017

BRIGHTON, MI

UBS FINANCIAL SERVICES INC.

Sep 2010 – Nov 2015

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXECUTIVE WEALTH MANAGEMENT, LLC

CRD 140736 · SEC 801-66881

AUM

$1.4B

Regulatory assets under management

Employees

7,577 client accounts

Services offered by EXECUTIVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kyrstin Nicole Ritsema offer?

Kyrstin Nicole Ritsema specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kyrstin Nicole Ritsema's credentials?

Kyrstin Nicole Ritsema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyrstin Nicole Ritsema located?

Kyrstin Nicole Ritsema is based in BRIGHTON, Michigan, last registered with EXECUTIVE WEALTH MANAGEMENT, LLC.

How does Kyrstin Nicole Ritsema charge for services?

Kyrstin Nicole Ritsema's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXECUTIVE WEALTH MANAGEMENT, LLC?

EXECUTIVE WEALTH MANAGEMENT, LLC has approximately 60 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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