Kaitlin
Bensel

One Day In July LLC

CRD#7196048
Investment Advisor
in Burlington, VT

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About this Advisor

Kaitlin Bensel is a financial advisor operating in Burlington, Vermont with a total of 4 years of relevant experience. Bensel is on the advisory team at One Day In July LLC. Throughout their career, they have worked at One Day In July LLC, Fairfield University, Villanova University, Dean College - Acuho, Villanova University - College Of Arts & Sciences, Roger Williams University, Office Of Residence Life, Roger Williams University, Math & Writing Resource Center, Living In Fulfilling Environments, Inc, Roger Williams University- College Of Arts & Sciences and Roger Williams University - College Of Arts & Sciences. Bensel holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Vermont. One Day In July LLC is a registered investment business that has its headquarters in Burlington, VT. The firm has offices in three locations and a total of 18 advisors. It handles $588 million in assets under management among its 2,525 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 2,525 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. One Day In July LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely vary depending on the services. Fee types billed by One Day In July LLC may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

77 College St. #3A
Burlington, VT 05401

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One Day In July LLC Brokerage Details

Total Assets Under Management

$587,450,438

VT Average: $4,257,716,217
Total Number of Employees

18

VT Average: 30
Total Number of Accounts

2,525

VT Average: 868
Average Account Size

$232,654

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Kaitlin Bensel Work History

Kaitlin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

One Day In July LLC

2019 - 2019 (< 1 year)

One Day In July LLC

2017 - 2019 (2 years)

Fairfield University

2016 - 2017 (1 year)

Villanova University

2015 - 2015 (< 1 year)

Dean College - Acuho

2014 - 2016 (2 years)

Villanova University

2014 - 2016 (2 years)

Villanova University - College Of Arts & Sciences

2013 - 2013 (< 1 year)

Living In Fulfilling Environments, Inc

2011 - 2014 (3 years)

Roger Williams University, Office Of Residence Life

2010 - 2014 (4 years)

Roger Williams University, Math & Writing Resource Center

2010 - 2014 (4 years)

Roger Williams University- College Of Arts & Sciences

2010 - 2014 (4 years)

Roger Williams University - College Of Arts & Sciences

*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 Kaitlin Bensel 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 One Day In July LLC

Hans Smith
Burlington, VT
William Koster
Shelburne, VT
Matthew Mcbride
Burlington, VT
Edmund Van Eyck
Shaftsbury, VT
Keith Mccarthy
Essex, CT
Peter Egolf
Burlington, VT
Adam Roof
Burlington, VT
Joshua Kruk
Shelburne, VT

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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