Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Kathryn Spalding Spencer is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Whitney is registered with the state of Colorado and Illinois. She is a Certified Financial Planner and has been in the industry since February 2011. Whitney has a deep understanding of the financial services industry and is dedicated to providing her clients with personalized advice. She specializes in portfolio management, financial planning, and insurance solutions. Whitney has a proven track record of success in helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CO
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Denver CO)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Whitney Spalding spencer is the right advisor for you? Invested Better is here to help.
