Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Malibu, CA and has over 15 years of experience in the finance industry.
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pension Architects Advisory Group | Malibu, CA | Aug 2013 - Current | 10 |
| Pension Architects | Malibu, CA | Aug 2013 - Current | 10 |
| Kate Kittinger Attorney At Law | Malibu, CA | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- CA
-
Total Assets Under Management16,218MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$26,985,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Other
CA, CO, FL, IL, IN, KY, NJ, NY, OH, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.