Mia Kitner, financial advisor Denver CO
100 score

Mia Kitner

CRD 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. 

 

 

Specialties:


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

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Company Name Location Dates Years
Northstar Financial Planners, Inc. Plantation, FL Feb 2015 - Jun 2018 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Mia Kitner
Phone Number:
Firm Website: http://www.iwpwealth.com
Registered State(s):
  • CO
  • CA
By the Numbers
  • Total Assets Under Management
    1,425
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $44,522,663
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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