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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Carmitchel is an investment advisor representative at Moneta Group Investment Advisors, LLC. Colleen is registered with the state of Kansas, as well as the state of Missouri. Colleen has been in the industry for over 10 years. Colleen has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Colleen specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Colleen has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Colleen also has experience working with clients at North Pointe Wealth Advisors. LLC, North Pointe CPA Group, LLC and Cornerstone CPA Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
12/19/2024 - Present
Moneta Group Investment Advisors, LLC (Mission Wood KS)
IA
Issued 11/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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