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Kaitlin Marie Horsch

Ellevest

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About Kaitlin Marie Horsch

Kaitlin Horsch is a financial advisor with Ellevest, a firm that provides financial planning and investment services to individuals, families, and businesses. Kaitlin has a strong background in finance, having previously worked at KPMG and UBS. Kaitlin is also a Certified Financial Planner (CFP). Ellevest offers a variety of services to its clients, including financial planning, portfolio management, and educational seminars. Kaitlin helps her clients create and execute financial plans that are tailored to their individual needs and goals.

Firm Information

Kaitlin Horsch is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Kaitlin Horsch’s Registration & Firm History

CA

08/18/2022 - Present

Ellevest (SAN FRANCISCO CA)

IL

12/21/2017 - 04/18/2022

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaitlin Marie Horsch.
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