Mia KitnerCRD 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.
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
Northstar Financial Planners, Inc.
Tobias Financial Advisors
|Northstar Financial Planners, Inc.||Plantation, FL||Feb 2015 - Jun 2018||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2015|
Total Assets Under Management1,993MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$44,283,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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