Kaitlin
Fossen
Americana Partners, LLC
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About this Advisor
Kaitlin Fossen is a financial advisor based in Houston, Texas, working with Americana Partners, LLC. Kaitlin has previously held positions at Morgan Stanley, Avidian Wealth Solutions, Fossen Properties LLC, and Americana Partners, LLC. Kaitlin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Kaitlin is part of Americana Partners, LLC, which operates out of Houston, Texas. The firm has 5 offices and 45 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Americana Partners, LLC includes asset-based and fixed fees.
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Americana Partners, LLC Brokerage Details
$4,945,711,483
45
5,825
$849,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kaitlin Fossen Work History
Americana Partners, LLC
Morgan Stanley
Avidian Wealth Solutions
Fossen Properties LLC
Morgan Stanley
Morgan Stanley
Disclosures
Please visit the SEC profile of Kaitlin Fossen 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 Americana Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Dallas, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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