Kailee
Ostroski
Connecticut Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kailee Ostroski is a certified financial planner who works in Farmington, Connecticut who has 6 years of relevant experience. Ostroski is currently employed by Connecticut Wealth Management, LLC. Over the course of their career, they have held roles at Simsbury Public Schools and Connecticut Wealth Management, LLC. Ostroski has a Series 65 license, qualifying them as an investment advisor representative, and can work in Connecticut. Connecticut Wealth Management, LLC is a financial advisory business operating out of Farmington, CT. It has a total of 57 employees. It manages $2 billion in assets under management across its 2,950 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 2,950 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Connecticut Wealth Management, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types billed by Connecticut Wealth Management, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Connecticut Wealth Management, LLC Brokerage Details
$2,132,796,640
57
2,950
$722,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Kailee Ostroski Work History
Kailee has been registered as a financial advisor for 6 years.*
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Simsbury Public Schools
*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 Kailee Ostroski 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 Connecticut Wealth Management, LLC
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
