Kathrin Kaiser, financial advisor Hanover NH

Kathrin Kaiser

CRD Number: 7126440
Current Firm: Mascoma Wealth Management

Kathrin Kaiser (CRD# 7126440) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mascoma Wealth Management Hanover, NH May 2019 - Current 3
Mascoma Bank Burlington, VT Sep 2018 - Mar 2021 2
Propagate Ventures Brooklyn, NY Jan 2018 - Aug 2018 < 1
The University Of Vermont Burlington, VT Aug 2017 - Aug 2018 1
Wayfair Berlin, Jan 2016 - Aug 2017 1
Hmkw University Of Applied Sciences Berlin, Apr 2013 - Apr 2016 3
Pospulse Berlin, Oct 2015 - Jan 2016 < 1
Wayfair Berlin, Jan 2015 - Jul 2015 < 1
California State University San Bernardino, CA Sep 2014 - Dec 2014 < 1
Pizza Hut Berlin, Apr 2013 - Aug 2014 1
Aral Gas Station Kaiser Saarbruecken, Saarland, May 2006 - Apr 2013 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Kathrin Kaiser
Phone Number: 603-676-8813
Firm Website: http://mascomabank.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    381
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $282,920
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

CA, CT, FL, MA, ME, NC, NH, NY, RI, SC, TX, VT

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