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Kristin Marie Niedermeyer

Investment adviser representative at Bull Harbor Capital LLC.
19 yearsExperience
9 statesRegistered in
ChFC®Designation
$354.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Bull Harbor Capital, LLCJul 2023 to now
  2. Park Avenue SecuritiesMay 2010 to Jul 2023
  3. Guardian Life Insurance CompanyJan 2008 to Jul 2023
  4. Pacific AdvisorsNov 2007 to Mar 2017

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 9 states (AR, AZ, CA, MD, NV, NY, OR, TX, WA).

Bull Harbor Capital LLC.

$354.8MAssets managed
426Clients
27Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5512923
Firm CRD
324995
Advisor's SEC record (opens in a new tab)
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