Skip to content

Christine Ann Kalt

Investment adviser representative at Gatepass Capital, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$299.1MFirm assets

Are you Christine Ann Kalt? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Gatepass Capital, LLCJan 2025 to now
  2. Cbiz Financial Solutions IncAug 2015 to Jan 2025

Designations

  • CFP® certification
  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (OH).

Gatepass Capital, LLC

$299.1MAssets managed
167Clients
3Advisers
2 yearsIn 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
6552437
Firm CRD
329404
Advisor's SEC record (opens in a new tab)
CallContact this firm