Kaitlin Marie Hewell
Investment adviser representative at Hewell Financial Group, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$334.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Hewell Financial Group, Inc.Nov 2012 to now
- Securities America, Inc.Oct 2017 to Jun 2024
- Financial Focus LLCDec 2015 to Feb 2025
- National Planning CorporationJun 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Hewell Financial Group, Inc.
$334.4MAssets managed
220Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4863224
- Firm CRD
- 333535