Kristin Bennett has held the title Member at TruNorth Capital Management since December 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Kristin Bennett studied at Albion College.
Trunorth Capital Management, L.L.C. is a Kalamazoo, MI firm with $725M under management, 356 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Kristin M. Bennett is Relationship Manager of TruNorth Capital Management. She joined the firm in 2023 and has 18+ years of industry experience. Her focus is ultra high net worth families, covering estate planning, complex investment strategies and tax management considerations.
Kristin Bennett’s longest registration was 9 years at Plante Moran Financial Advisors (2010–2019). Before joining TruNorth Capital Management in 2023, Kristin Bennett was registered through Plante Moran Financial Advisors.
- Plante Moran Financial Advisors– · 9 yearsPortage, MI · Adviser representative · Firm CRD 112158
Professional designations
Listed by TruNorth Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Kristin Bennett is registered as an investment adviser representative in Michigan, since August 2023.
- MichiganSince 24 August 2023
Examinations
No examinations are on Kristin Bennett’s record.
- Full name
- Kristin Mae Bennett
- CRD
- 5744787
- Firm
- TruNorth Capital Management · CRD 165285
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trunorthcapital.com
Where does Kristin Bennett work?
Kristin Bennett has held the title Member at Trunorth Capital Management, L.L.C. since December 2024.
Is Kristin Bennett a financial advisor?
Yes. Kristin Bennett has a current investment-adviser registration in Michigan, through TruNorth Capital Management since August 2023.
How many years of experience does Kristin Bennett have?
Kristin Bennett has 12 years in the financial industry, since December 2013, across 2 adviser firms.
Where did Kristin Bennett work before TruNorth Capital Management?
Before TruNorth Capital Management, Kristin Bennett was registered through Plante Moran Financial Advisors, February 2010 to October 2019.
Is Kristin Bennett registered with FINRA?
No. Kristin Bennett has no current broker registration.
Is Kristin Bennett a CFP?
TruNorth Capital Management lists Kristin Bennett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kristin M. Bennett, CFP®, CPWA® biography, trunorthcapital.com
How can I verify Kristin Bennett’s record?
Search CRD 5744787 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristin Bennett’s full registration record.