Kate Kittinger, financial advisor Malibu CA
93 score

Kate Kittinger

CRD Number: 5512479
Current Firm: Pension Architects

Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Pension Architects in Malibu, CA and has over 8 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Malibu CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Malibu CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Similar Advisors
Roger Conde, financial advisor Malibu CA
Roger Conde
CRD# 2477484
Ira Wealth Management
Company Name Location Dates Years
Pension Architects Advisory Group Malibu, CA Aug 2013 - Current 3
Pension Architects Malibu, CA Aug 2013 - Current 3
Kate Kittinger Attorney At Law Malibu, CA Jun 2008 - Current 8
United Planners' Financial Services Scottsdale, AZ Nov 2010 - Aug 2013 2
First Financial Services Malibu, CA Mar 2008 - Aug 2013 5
Nrp Financial, Inc. Bryan, OH Mar 2008 - Nov 2010 2
Pepperdine University Malibu, CA Dec 2007 - Mar 2008 < 1
Law Office Of Daniel Behesnilian Beverly Hills, CA Jul 2007 - Dec 2007 < 1
Pepperdine University Malubi, CA Jul 2004 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kate E. Kittinger
Phone Number: 212-850-4284
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.