Kathleen
Larouere
Senior Tax Advisory Group, Inc
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About this Advisor
Kathleen Larouere is a financial advisor based in Colorado Springs, Colorado, working with Senior Tax Advisory Group, Inc. Kathleen has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Senior Tax Advisory Group, Inc, Simplicity Wealth, LLC, Andreson Financial Planning, Inc Dba Senior Tax Advisory Group, and Simplicity Wealth Of Colorado, Inc Dba Senior Tax Advisory Group. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kathleen is part of Senior Tax Advisory Group, Inc, which operates out of Colorado Springs, Colorado. The firm has 3 employees and manages assets totaling $61.4 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Senior Tax Advisory Group, Inc includes asset-based and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Senior Tax Advisory Group, Inc Brokerage Details
$61,412,441
3
967
$63,508
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathleen Larouere Work History
Senior Tax Advisory Group, Inc
Andreson Financial Planning, Inc Dba Senior Tax Advisory Group
Simplicity Wealth, LLC
Simplicity Wealth Of Colorado, Inc Dba Senior Tax Advisory Group
Ing Financial Partners, Inc
Voya Financial Advisors
Disclosures
Please visit the SEC profile of Kathleen Larouere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Senior Tax Advisory Group, Inc
Colorado Springs, CO
Casper, WY
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