Kirsten Nicole Frosch
Investment adviser representative at Assetmark, Inc.
16 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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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
16 years in the industry.
- Assetmark Brokerage, LLCJul 2026 to now
- Assetmark, Inc.Jun 2026 to now
- Assetmark Financial Holdings, IncJun 2026 to now
- MesirowJun 2021 to Jun 2026
- Ellery PartnersMar 2021 to May 2021
- Financial Planning AssociationJun 2020 to Aug 2020
- Nicholas Recreation Center/ NatatoriumMay 2019 to May 2021
- Badger CallAug 2018 to Nov 2018
- Camp WeequahicJun 2018 to Aug 2018
- Witte HallNov 2017 to Jun 2018
- Full Time EducationAug 2017 to Jun 2021
- Full Time StudentAug 2010 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7397627
- Firm CRD
- 109018