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Kristen J Kotlarz

McDonald Partners LLC

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About Kristen J Kotlarz

Kristen Kotlarz is a registered representative with McDonald Partners LLC, a firm that provides a variety of financial services to individuals, corporations, and charitable organizations. Kristen has been in the financial services industry since 2012 and has a strong track record of success. Kristen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Kristen specializes in a variety of investment products and services, including mutual funds, stocks, bonds, and exchange-traded funds. Kristen is also a certified financial planner.

Firm Information

Kristen Kotlarz is currently registered with McDonald Partners LLC. McDonald Partners LLC is an investment advisory firm based in CLEVELAND, OH. The firm, which was formed in April 2005, provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $1,115,223,985 in assets for 1,967 clients.
McDonald Partners LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114

$1.12B

Assets Under Management

20

Total Clients

33

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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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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Kristen Kotlarz’s Registration & Firm History

OH

10/01/2012 - Present

McDonald Partners LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen J Kotlarz.
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