Kathleen Larouere
Kathleen Larouere is a registered investment advisor at Senior Tax Advisory Group, INC., based in Colorado Springs, CO, with 26 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,142 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Senior Tax Advisory Group recommends third-party investment advisors to manage your investments. The annual management fee ranges from 0.10% to 2.00% of the value of your portfolio. This fee includes the fee charged by the third-party advisor. The fee is negotiable and depends on the size of your account.
Location
6775 Rangewood Dr., Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen is a sales representative with Senior Tax Advisory Group, also acting as a licensed insurance agent since 2006. These activities take about two-thirds of her time overall, with about a quarter of her time occurring during trading hours, and include insurance account reviews.
Employment History
Current Registrations
Senior Tax Advisory Group, INC.
Previous Registrations
Senior Tax Advisory Group
Simplicity Wealth
Simplicity Wealth
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
First Heartland Capital, INC.Broker
Ing Financial Partners, INC.Broker
Ameritas Investment CORP.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.