Caitlin Gatewood
Investment adviser representative at Reliant Wealth Planning, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$595.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Reliant Wealth Planning, LLCJun 2021 to now
- Western Kentucky UniversityAug 2020 to Dec 2020
- TargetJun 2020 to Jun 2021
- Western Kentucky UniversityAug 2019 to May 2020
- HumanaJun 2019 to Aug 2019
- Western Kentucky UniversityAug 2018 to May 2019
- HumanaJun 2018 to Aug 2018
- Western Kentucky UniversityAug 2017 to May 2018
- Kindred HealthcareJun 2017 to Aug 2017
- Western Kentucky UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Reliant Wealth Planning, LLC
$595.2MAssets managed
1,701Clients
6Advisers
9 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
- 7406404
- Firm CRD
- 286230