Kathleen
Larouere
Senior Tax Advisory Group, Inc
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About this Advisor
Kathleen Larouere is a financial advisor who works in Colorado Springs, Colorado who has 1 year of relevant experience. Larouere currently works for Senior Tax Advisory Group, Inc. Their career trajectory has included roles at First Heartland Capital, Inc, Ing Financial Partners, Inc, Voya Financial Advisors, Simplicity Wealth Of Colorado, Inc Dba Senior Tax Advisory Group, Senior Tax Advisory Group, Inc, Simplicity Wealth, LLC and Andreson Financial Planning, Inc Dba Senior Tax Advisory Group. Larouere has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Senior Tax Advisory Group, Inc is an advisory firm based in Colorado Springs, CO. It handles $50 million in assets between its 858 accounts, placing it among the smaller firms in the country by assets under management. Senior Tax Advisory Group, Inc offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services offered. Fee types charged by Senior Tax Advisory Group, Inc most likely are comprised of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Senior Tax Advisory Group, Inc Brokerage Details
$50,086,638
2
858
$58,376
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathleen Larouere Work History
Kathleen has been registered as a financial advisor for 1 years.*
Senior Tax Advisory Group, Inc
Andreson Financial Planning, Inc Dba Senior Tax Advisory Group
Simplicity Wealth Of Colorado, Inc Dba Senior Tax Advisory Group
Simplicity Wealth, LLC
Ing Financial Partners, Inc
Voya Financial Advisors
First Heartland Capital, Inc
*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 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
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