Kaitlin Gakstatter
Kaitlin Gakstatter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4501 Tamiami Trail N, Suite 300, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kaitlin is the CEO and 50% owner of MK Eyeglasses LLC, an e-commerce eyewear company, dedicating minimal time to it. She is also an employee of Oley Kinser Concierge Wealth, LLC, working there full-time as a Certified Financial Planner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations2 states
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