Beau
Tillinghast
Kreitler Financial LLC
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About this Advisor
Beau Tillinghast is a certified financial planner based out of New Haven, Connecticut who has 3 years of relevant experience. Tillinghast currently works for Kreitler Financial LLC. During their career, Tillinghast has held roles at Raymond James Financial Services, Inc, Virginia Tech, Northwestern Mutual, Boudreaux Restaurant, Virginia Asset Management, Big Fish Promotions, Farmer'S Cow Cafe, Raymond James Financial Services Advisors Inc and Kreitler Financial LLC. Tillinghast maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Kreitler Financial LLC is an advisory company operating out of New Haven, CT. It controls $435 million in total assets between its 874 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 874 accounts, 65% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the type of financial services provided. Fees charged by Kreitler Financial LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kreitler Financial LLC Brokerage Details
$435,141,581
11
874
$497,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Beau Tillinghast Work History
Beau has been registered as a financial advisor for 3 years.*
Kreitler Financial LLC
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Northwestern Mutual
Boudreaux Restaurant
Virginia Asset Management
Big Fish Promotions
Farmer'S Cow Cafe
Virginia Tech
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beau Tillinghast 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 Kreitler Financial LLC
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
