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Kathleen Ann Larouere

Senior TAX Advisory Group, Inc.

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About Kathleen Ann Larouere

Kathleen Larouere is a registered Investment Advisor Representative with Senior TAX Advisory Group, Inc. in Colorado Springs, CO. Kathleen has been in the industry since 1999 and has a broad range of experience. Kathleen has held previous registrations with VOYA FINANCIAL ADVISORS, INC., FIRST HEARTLAND CAPITAL, INC., ING FINANCIAL PARTNERS, INC., AMERITAS INVESTMENT CORP., and T. ROWE PRICE INVESTMENT SERVICES, INC. Kathleen's areas of specialization include Financial Planning and Portfolio Management for Individuals.

Firm Information

Kathleen Larouere is currently registered with Senior TAX Advisory Group, Inc.. Senior TAX Advisory Group, Inc. is a Colorado Springs, CO-based registered investment advisor that provides portfolio management services for individuals. The firm has 2 licensed agents and manages $61,412,441 in assets for 967 clients. They also offer selection of other advisors services.
Senior TAX Advisory Group, Inc.

6775 RANGEWOOD DR.

COLORADO SPRINGS, CO 80918

$61.41M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kathleen Larouere’s Registration & Firm History

CO

01/01/2025 - Present

Senior TAX Advisory Group, Inc. (COLORADO SPRINGS CO)

CO

04/22/2014 - 12/31/2019

VOYA FINANCIAL ADVISORS, INC. (Colorado Springs CO)

CO

07/22/2009 - 04/16/2014

FIRST HEARTLAND CAPITAL, INC. (COLORADO SPRINGS CO)

CO

09/07/2007 - 07/17/2009

ING FINANCIAL PARTNERS, INC. (COLORADO SPRINGS CO)

CO

01/16/2007 - 09/21/2007

AMERITAS INVESTMENT CORP. (COLORADO SPRINGS CO)

CO

03/10/1999 - 09/06/2006

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 02/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Ann Larouere.
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