Kaitlyn Vollbach (CRD# 7371724) is an Investment Advisor Representative working at Morgan Stanley in Rochester, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Rochester, MI | Jun 2021 - Current | 2 |
| Plastic Omnium | Troy, MI | May 2019 - May 2021 | 2 |
| Student | Standish, MI | Jan 2011 - Apr 2021 | 10 |
| Kaplan, Mills, Katzman, Klein, And Koterba, Pc | Bloomfield Hills, MI | Feb 2018 - Apr 2019 | 1 |
| Pine River Golf Course | Standish, MI | Apr 2016 - Sep 2018 | 2 |
| Oakland University | Rochester, MI | Feb 2017 - Feb 2018 | 1 |
| Fergie's Pizza | Standish, MI | Apr 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MI
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
-
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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