Mia KitnerCRD Number: 6455182
Current Firm: Iwp Wealth Management LLC
Compensation Model: Fee Only
Mia Kitner (CRD# 6455182) is an Investment Advisor Representative in Colorado.
I have always been driven to help others—a passion that launched my decision to work in financial services.
In my spare time I enjoy spending time with my young family, traveling, horseback riding, and as an animal lover volunteering whenever I get the chance.
Investment Consulting - making smart decisions with your money
Wealth Enhancement - mitigating income taxes and maximizing cash flow
Wealth Transfer - taking care of heirs
Wealth Protection - making sure assets are not unjustly taken
Charitable Planning - maximizing the significance of charitable gifts
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Northstar Financial Planners, Inc.||Plantation, FL||Feb 2015 - Jun 2018||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2015|
Total Assets Under Management1,425MILLIONS
Total Number of Accounts32ACCOUNTS
Average Account Value$44,522,663
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.