Mia Kitner, financial advisor Plantation FL

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

Similar Advisors
Allen Giese, financial advisor Plantation FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Similar Advisors
Justin Blews, financial advisor Plantation FL
Justin Blews
CRD# 4223891
Morgan Stanley
Similar Advisors
Marianela Collado, financial advisor Plantation FL
Marianela Collado
CRD# 6569237
Tobias Financial Advisors
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: 720-328-9700
Registered State(s):
  • CO
  • CA
By the Numbers
  • Total Assets Under Management
    1,993
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $44,283,216
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 pooled investment vehicles (other than investment companies)
  • 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

Ready to hire a financial advisor? Get competitive proposals from Mia Kitner and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
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.