Kaytlin Gochenaur (CRD# 7304375) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saranac Lake, NY and has 1 year of experience in the finance industry.
CRD# 6303129
Ameriprise Financial Services, LLC
CRD# 1743304
Silver Grove Advisory Services
CRD# 5235146
Long Run Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | Saranac Lake, NY | Nov 2020 - Current | 3 |
| Historic Saranac Lake | Saranac Lake, NY | Feb 2018 - Jan 2021 | 2 |
| Self Employed | Rainbow Lake, NY | Sep 2017 - Feb 2018 | < 1 |
| Unemployed | Rainbow Lake, NY | Jun 2017 - Sep 2017 | < 1 |
| St John's College | Annapolis, MD | Jul 2016 - Jun 2017 | < 1 |
| Maryland General Assembly | Annapolis, MD | Jan 2017 - Apr 2017 | < 1 |
| Bohdi Bazaar | Santa Fe, NM | Jul 2015 - Jul 2016 | 1 |
| Joe Wade Fine Art | Santa Fe, NM | Jul 2015 - Jul 2016 | 1 |
| St John's College | Annapolis, MD | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NY
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.