Kristin Mae Bennett
Investment adviser representative at Trunorth Capital Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$724.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Trunorth Capital Management, LLCAug 2023 to now
- Greenleaf TrustJan 2020 to Aug 2023
- Plante Moran Financial AdvisorsJun 2006 to Oct 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Trunorth Capital Management, LLC
Legal name: Trunorth Capital Management, L.L.C.
$724.5MAssets managed
356Clients
4Advisers
6 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
- 5744787
- Firm CRD
- 165285